With offices in Wimberley, Texas (near San Marcos, between Austin and San Antonio), Arrowhead Asset Management (AAM) is a fee-only investment advisory service offering performance-proven, risk-managed retirement plans and individual investment accounts for middle and upper income families, small business owners, and higher education professionals in central Texas.
For most clients, our primary custodian is the nation's largest no-load mutual fund company and discount broker Fidelity Investments - offering custodial services for both retirement and brokerage accounts. We also use Fidelity Insurance Services, the no-load, insurance division of Fidelity Investments, for limited and appropriate after-tax variable annuity needs.
Unlike most investment advisors and brokerage/insurance salespeople who promote the often misused "buy and hold, trust the stock market" asset allocation philosophy of money management, our investment strategy achieves superior investment returns by using an active, risk-managed approach.
Quantitative Analysis
Most investment advisors have no or minimal expertise in technical analysis and quantitative money flow, whiich limits their effectiveness as managers of money. Hence, the passive management investment style of "age/risk" based "asset allocation" models will only perform adequately in a "bull" market, but seriously underperform in "bear" markets.
Moreover, there is a common misconception that investment risk is primarily about diversification. In fact, managing risk effectively is mostly about when to be in the stock market - or not -- and how much money should be in and out of the market at any given time.
The "diversification model" is often a ruse by many advisors to get client money into their investment firm -- implement a passively managed investment portfolio - and then move on to hustle the next naive investor.
An investor deserves to be treated intelligently. Marketing investment plans often entail misinformation and/or a twisting of the facts. We refuse to lie about investing.
We accomplish our on-going superior performance by focusing on real market positive money flow trends into the various asset classes, industry-specific sectors, global geographical regions, high income securities, real estate investment trusts (REITs), stocks, and money market cash - depending on what is attractive at any given time. Hence, our investment decisions avoid sectors, asset classes and geographical regions that are in negative down trends.
Bottom line: We invest in assets that are going up in price and avoid investing in assets that are going down in price.
Clients of Arrowhead Asset Management
1) receive objective investment advice,
2) avoid paying antiquated, performance-reducing commissions, and
3) retain control of their assets by shunning commission "back-loaded" brokerage
products and insurance annuities that are costly, illiquid, and ineffective in today's
investment environment.
If you are tired of seeing your retirement and brokerage assets decline or go nowhere because you have been made to believe in the lazy and failed Wall Street/business school hyperbole of "market efficiency" and "buy and hold" investing, please contact us for some straight talk about your money and your financial future.
For your own financial benefit, take action now and contact us at 1-800-299-4646.
