Investment Philosophy


Winning by not losing.


Our philosophy is simple. Capital preservation is our primary focus, and risk management is the key to making money. By focusing on capital preservation, portfolio fluctuations should become less volatile and may recover more quickly during market rebounds.

 

Conventional wisdom says it is best to stay fully invested and ignore the ups and downs of the market. However, over the course of the last decade, we believe many investment advisors have failed to protect their client's wealth because of this buy-and-hold philosophy. This buy-and-hold mentality is based on the belief that in the long run, financial markets produce an adequate rate of return despite periods of large declines and high volatility. We believe the reason many advisors default to a buy-and-hold philosophy, is because it is a safe route for them. It is our belief that this philosophy is not safe for you.

 

At Breakwater Asset Management, we believe that strong investment management requires a proactive approach. We feel investment advisors should not only seek to grow but also defend their client's assets against large market losses. By focusing on capital preservation, portfolios can recover more quickly during rebounds and continue to compound gains into the future.

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