The Challenge of Protecting Your Wealth in Unpredictable Markets
Building and protecting your wealth can feel overwhelming, especially during volatile markets. Traditional “buy and hold” strategies often leave investors exposed to significant losses during downturns, with recovery taking years.
At Evans Family Wealth, we believe asset management should be about adapting in real time. While we can’t predict the future, we respond quickly to changing conditions to protect and grow your wealth.
Why You Need Tactical Asset Management
For pre-retirees and early retirees, the stakes can be high. Time isn’t on your side to recover from major market downturns, and that’s where tactical asset allocation becomes critical. Large institutions often rely on broad, cookie-cutter strategies that may not be as successful in protecting your individual wealth.
At Evans Family Wealth, we take a tactical approach—adapting your portfolio based on market conditions. Your goals are unique, and your investments should reflect that.
Lessons from 2008 and the Pandemic
In 2008, when markets plummeted, many investors watched their portfolios suffer for years. Similarly, during the pandemic, many who invested in traditional strategies were not protected from the market downturn. But Evans Family Wealth clients were better positioned.
In 2020, our North American Focused Equity Portfolio was nearly 30% hedged soon after stocks bottomed and we were able to pivot back into the market within days. This wasn’t luck—it was tactical asset management.
One Size Does Not Fit All
Evans Family Wealth builds portfolios specifically for each client. We don’t rely on static strategies. Every portfolio is custom-tailored to your risk tolerance, time horizon, and goals. The Original Retirement Spending Decision Rules
With tactical asset allocation, we position your portfolio to take advantage of opportunities while avoiding excessive risk. Large firms can’t offer this level of personalization—but we can. Read our client success stories.
Following Trends and Machine Learning
After 2008, we realized traditional strategies didn’t protect clients. That’s why we adopted trend following—a strategy that adjusts portfolios when markets decline. We’ve since added machine learning to analyze data and help predict when to shift assets.
While we won’t always get it right, we continuously refine our models to improve performance. Our goal is to prioritize your investment safety while seeking long-term growth.
Your Wealth, Protected and Positioned for Growth
By choosing Evans Family Wealth, you get more than just an investment strategy—you get a partner committed to protecting your financial future. Our ability to respond quickly to market changes, combined with advanced tools like trend following and machine learning, sets us apart.
We prioritize risk management, striving to protect your portfolio while aiming for growth. With quarterly reviews, we report progress and make course corrections as needed.
Ready to Protect and Grow Your Wealth?
The world is unpredictable, but your asset management doesn’t have to be. At Evans Family Wealth, we take a real-time approach to managing your portfolio—seeking to protect your wealth and achieve long-term growth.
If you’re ready to see how our tactical approach can secure your future, reach out to Evans Family Wealth today and take control of your wealth journey.
