Skip to main content

KWB Wealth Managers

Free Portfolio Risk Analysis ​

  • (909) 307-8220
  • (800) 478-8934
  • invest@kwbwealthmanagers.com
  •  
  •  
  • Join Your Meeting

KWB Wealth Managers

  • Home
  • Who is KWB? 
    • Our Mission
    • Industry Recognition
    • Become a Client
    • Who is LPL Financial?
  • Services 
    • Wealth Management
    • Social Security and Medicare
    • Tax Efficient Investing
    • Estate Planning Needs
    • Long-Term Care Solutions
    • Business Retirement Plan
    • Investor Education
  • Our Team
  • Strategies
  • Resources 
    • KWB Commentary & Newsletters
    • Latest Blogs
    • LPL Research Corner
    • Videos
    • Freeze Your Credit
  • Events
  • Contact
  • Client Login

    You are here

  1. Home
  2. Investment Strategies

Investment Strategies

Strategies to Help You Live Well

Download Advance & Defend 2.0 Models

 


INVESTMENT STRATEGY COMPARISON

All-Weather.PNG
IS_icons_alternative.jpg
IS_icons_benchmark.jpg
IS_icons_contrarian.jpg
 
IS_icons_allweather.jpg
IS_icons_impact.jpg
Income.PNG

 

 

 

TACTICAL

 

IS_icons_allweather.jpg

Investment Horizon:

Short/Intermediate-Term (1-3 yrs)                                                              

Focusing on Downside Protection Utilizing Tactical & Technical Management 

- Tactical management with a technical overlay

- Seeks to participate in market advances, but primarily pursues downside protection

- Emphasis on low-cost investment vehicles

- Due to more frequent trading, investors should consider tax consequences of strategy

All-Weather.PNG

Investment Horizon:

Intermediate-Term (2-4 yrs)

 

Focusing on the Cyclicality of the Markets

- Focuses on short/intermediate term, rather than long-term, market trends

- Level of risk determined by client risk profile and time horizon

- Flexibility to increase or decrease market exposure in response to changing conditions

- Emphasis on minimizing overall portfolio costs

- Tax-Aware models also available 

Icome.PNG

Investment Horizon:

Intermediate/Long-Term (5-7 yrs)

 

Focusing on the Intersection of Yield and Value

- Focuses on income producing investments at a reasonable value

- Flexibility to increase or decrease market exposure in response to changing conditions

- Utilizing mostly low-cost vehicles with tactical active managers in areas where value could be added

 

STRATEGIC

 

IS_icons_benchmark.jpg

Investment Horizon:

Intermediate/Long Term (4-7 yrs)

 

A Low-Cost Asset Allocation for Long-Term Investors

- Low-cost asset allocation

- Level of risk determined by client risk profile

- Buy & Hold strategy with annual rebalancing of asset allocation which seek to align account risk profile

- Tax-Aware models also available 

IS_icons_impact.jpg

Investment Horizon:

Intermediate/Long Term (5-7 yrs)

 

Aligning Personal Values with Financial Goals

- Allocation built on foundation that Environmental, Social, and Governance (ESG) factors play an important role in determining the sustainability of a company 

- Level of risk determined by client risk profile

- Buy & Hold strategy with annual rebalancing of asset allocation to align account risk profile

IS_icons_contrarian.jpg

Investment Horizon:

Long-Term (7+ yrs)

 

Focusing on Value Themes Across Global Markets

- Long time horizon strives to give opportunity to increase risk appetite

- Equity exposure is static, but opportunities in various markets can be exploited over time

- Emphasis on long-term total return by focusing on markets long-term value as opposed to short-term volatility

IS_icons_alternative.jpg

Investment Horizon:

Intermediate/Long-Term (5-7 yrs)

 

Taking Advantage of Low Correlation to Dampen Overall Volatility 

- Seeks investments with low correlations to stocks, bonds, and one another

- Low correlation can potentially offer risk and return benefits over long cycles

- Pairing Alternative with other KWB strategies may dampen overall portfolio volatility 

 

All investing involves risk, including loss of principal. No strategy, including asset allocation or diversification, assures success or protects against loss. 

Schedule an Appointment

Subscribe to our Newsletter

Tell a Friend

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Become a Client

Contact info

  •   Main Office

    1782 Orange Tree Lane
    Redlands, CA
    92374 United States

    Monrovia Office
    617 South Ivy Ave.
    Monrovia, CA 91016

  •   (909) 307-8220
  •   invest@kwbwealthmanagers.com

Hours of Operation:

Monday - Thursday: 8:00 AM - 5:00 PM
Friday: 7:00 AM - 3:00 PM
Saturday/Sunday: Closed

Contact us

The financial consultants at KWB Wealth Managers Group are Registered Representatives with and Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IN, IA, KY, MD, MA, MI, MN, MO, MT,NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY.

© 2019 KWB Wealth Managers Group. All rights reserved.

Website Design For Financial Services Professionals