TACTICAL INVESTING

Finally, an investment strategy you can be proud of.

LifePro Asset Management handcrafts portfolios specifically designed to meet your needs. Our tactical asset allocation allows you to have complete control and access to your account.

'Buy and Hope' is not an investment strategy

Americans have been conditioned to believe in a passive investment approach. They’re told to buy and hold onto a set of products and continue the course even when the market crashes by 40%.

This ‘buy and hope’ mentality is cheap, but can be potentially dangerous.

Old Passive Investment Strategy - Wall Street

Receive unparalleled access and control to your account.

LifePro Asset Management’s approach to investing is different. We take a tactical and personalized approach to everything we do.

From the selection of markets to sectors to the individual stocks, every decision made is tactical and customized to align with your individual goals. This allows you to have unparalleled access and control to your account that you cannot receive anywhere else.

LifePro Asset Management Tactical Investing Review

Tactical strategies intended to outperform the S&P 500

LifePro Asset Management’s objective is to target positive absolute returns by tactically managing your money at all points of the economic cycle.

The investment team identifies companies that command disruptive and dominant leadership in areas of the economy; positioned to benefit from many sources of sustainable, long-term growth.

LifePro Asset Management Versus S&P 500 Investment Strategy

* Above illustration compares the performance results of the LPAM Tactical Opportunity Portfolio and the S&P 500 from December 30, 2016 to June 18, 2018.

 

An established, systematic investment discipline

Over the last 15 years, LifePro Asset Management has been developing a tactical asset allocation discipline driven from data, not emotions. This allows your account to focus on absolute returns based on your annual goals.

Investment portfolios driven by time and based on capital needs.

Tactically managed investment portfolios offered by LifePro Asset Management are goal-oriented portfolios with investments that are recognizable and liquid. Your account is also fully-portable and can be moved at any time.

Tactical Opportunity Portfolio - LifePro Asset Management

Tactical Opportunity Portfolio

8%+

TARGET RETURN OBJECTIVE

Take advantage of the market as it changes and leverage new and/or existing industries. 

Tactical Dividend Portfolio - LifePro Asset Management

Tactical Dividend Portfolio

6-8%+

TARGET RETURN OBJECTIVE

Pursue a balance between growth and income to complement objectives.

Tactical Income Portfolio - LifePro Asset Management

Tactical Income Portfolio

4-6%+

TARGET RETURN OBJECTIVE

Maintain spending power while targeting returns above the investment grade bond market.

Tactical Preservation Portfolio - LifePro Asset Management

Tactical Preservation Portfolio

2-4%+

TARGET RETURN OBJECTIVE

Preserve capital first with no significant returns required to meet retirement goals.

How tactical asset allocation works

Based off of a simple traffic light system, LifePro Asset Management looks towards five key areas of the market. Depending upon these areas and their respective internal market indicators, we label the current state of tactical investing as green, yellow, or red.

Green Tactical Investing - LifePro Asset Management

Green
Fully Invest in Market

Signals include:
Most stocks participating, economically-sensitive sectors outperforming, industrial production cycle healthy, and inventories low and new orders strong.

Yellow Tactical Investing - LifePro Asset Management

YELLOW
Begin to Raise Cash

Signals include:
Less stocks participating, banking lending becoming more restrictive, signs of inventory backlog, and defensive sectors starting to outperform.

Red Tactical Investing - LifePro Asset Management

RED
Move to 100% Cash

Signals include:
Less stocks participating, more stocks falling versus rising in a rising tape, corporate credit risk rising, and inventory correction underway.

LifePro Asset Management is proud to partner with some of the most trusted companies in the industry.

Take the next step with LifePro Asset Management