Our Investment Strategy

Advance and Protect
Investment choices available today are staggering and long gone are the simple buying and holding a portfolio of stocks, bonds, or mutual funds.  Instead, you must choose from dozens of asset classes with broad diversification in order to protect your portfolio against today’s extreme market volatility. Here is a look inside our investment strategy:

Asset Classes and Sectors
With Hall Wealth Management Group, you will have access to a broadly diversified list of asset classes and investment sectors. This list of investment options changes on a regular basis to reflect fluctuations in the global economy. We are constantly watching the investment landscape to try to identify tomorrow’s winners today. Here are just a few examples:

  • Preferred stocks
  • Large capitalization stocks
  • Emerging market securities
  • Market neutral strategies
  • Convertible bonds
  • Treasury Inflation-Protected Securities
  • Municipal bonds
  • High-yield bonds
  • Corporate bonds
  • Government securities
  • Precious metals
  • Managed futures
  • Master limited partnerships
  • Energy
  • Agriculture

Risk Management
With recent turmoil in the worldwide financial markets, the need for diligent risk management has never been higher. Our managed account helps us to more effectively monitor the risk level in the market. When we believe the risk is too high, we are able to take action to try to mitigate your exposure.  We are very conscious of trying to protect your money during times of anticipated negative volatility. That way, we will have capital to invest when new opportunities arise.

We are excited about the opportunity to serve you. We believe this partnership will help maximize your investment potential while offering the personalized service you’ve come to expect.

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. No strategy can assure a profit or protect against loss.