Optimizing Portfolio Performance - Professional Investment Management

Certified Financial Planners | Investment Advisors | Retirement Planning Specialists

Professional Investment Management involves the study of the market's direction in relation to the forces acting on the market. Our objective is to reduce risk by being able to detect major shifts in the market's direction and momentum early in the market cycle. By doing so, we attempt to position your investments to benefit from the change or minimize the impact of down markets.

Professional Investment Management provides your portfolio with full time oversight, backed by years of experience in the financial markets and a risk adverse philosophy that seeks to avoid down markets.

The Objectives of
Professional Investment Management

Enabling clients to participate in the historically superior returns of the stock market over other investments.
Reducing fluctuation in the value of client accounts.
Lowering the risk of clients suffering a major loss.
Allowing clients to spend less time worrying about their financial assets.

Professional Investment Management is the process of positioning client assets in response to market trends. Our objective is to avoid at least 80% of market declines and participate in at least 80% of the rising markets. If we are successful, our objective is that risk will be greatly reduced and investments will realize higher risk-adjusted returns.

For more information on Professional Investment Management, you can download/open the following .pdf brochure published by NAAIM.

Professional Investment Management (.pdf - 145kb)

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Brian R. Carruthers & Associates

BCA | A Fee-Only Registered Investment Advisory Firm Since 1990

301 Forest Avenue · Laguna Beach, California 92651-2115 USA
Telephone: 1-949-464-1900 · Facsimile: 1-949-464-1400 · Contact

CFP^®, Certified Financial Planner™ and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

CMT^SM and Chartered Market Technician^SM designations are awarded and permitted to use by full members of the MTA. The CMT Program is administered by the Accreditation Committee of the Market Technicians Association (MTA).

The National Association of Active Investment Managers is a professional organization of registered investment advisors who believe in active management of client assets to reduce the risk of down markets and to structure client portfolios to produce high risk adjusted returns.

This page last modified: 2008-04-01T08:48:35-0800