RATIONAL INVESTING
IN AN
IRRATIONAL WORLD

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THE STRONGEST PRINCIPAL
OF GROWTH
LIES WITHIN HUMAN CHOICE

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RETIREMENT PLAN CONCERNS?
CALL A PAISLEY ADVISOR
AND SLEEP EASY TONIGHT

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Our Strategic Advantage

The edge you will get with Paisley Financial lies within our strategic design to Capital Management. Our Trilateral Active Management approach is our optimal way to achieve maximum diversification & growth, as it encompasses all of our active management capabilities into a single, engine.

Active Strategic Management

  • Growth Strategies

    An aggressive portfolio strategy mostly comprised of our top growth stocks which aims to maximize capital growth. Risk is typically managed through the use of a well-diversified stock portfolio.

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  • Moderate Strategies

    Strategies that attempt to achieve growth but is averse to taking on large amounts of risk by tilting towards stocks, up to 60%. Growth is placed as the primary emphasis and current income as their secondary emphasis though may change depending on prevailing market conditions. 

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  • Conservative Strategies

    An amalgam of fixed income & short term revenue generating instruments that are focused on low risk objectives. The investments sought are of a high yield with a steady dividend history. Option strategies may be use to grind out additional gains or to work as a volatility hedge.

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  •  Hedge Fund Style (Long/Short)

    Our Trilateral Active Management approach is our optimal way to achieve maximum diversification & growth, as it encompasses all of our active management capabilities into a single, engine. The strategy incorporates all of our fixed income, currency, equity and commodity trading strategies we have developed into a model that will ebb and flow with volatility, growth, recessive interruptions or trends and all invested in a securities-only product.

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  • Active versus Passive Management

    Active management is the art of stock picking and market timing. Passive management refers to a buy-and-hold approach. Buy and Hold worked well enough until 2008 when the DOW dropped 37% and has still not recovered. To understand the right choice for you, please learn more below.

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Growth 80/20 Allocation

Typical Time Horizon: 16 to 20 years

This type of investor seeks growth over the long term but may have less of an appetite for risk than a speculative investor. While placing an emphasis on stocks, up to 80%, they attempt to buffer short-term fluctuations in performance through a moderate exposure to bonds of up to 20%. They are fully aware that their focus on stocks may cause their portfolio to still experience performance fluctuations from year to year.

Below is a typical example of an asset allocation for this type of investor

 

What type of investor considers this type of fund?

Investors looking for both stocks and bonds in a professionally built and dynamically rebalanced portfolio. With 80% allocated to stocks, you must be able to tolerate year-to-year fluctuations in exchange for higher long-term return potential.

Please note that these are examples and that every individual may have varying degrees of risk so always discuss the variances with your Paisley Advisor.

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