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The Fed Unexpectedly Stopped Raising Rates. Now what?

This is all part of their plan and things are going as planned. Maintain portfolio positions.

If the economy was doing well enough, the rate hikes would continue. Reduce risk exposure in anticipation of an economic slowdown

The Fed Unexpectedly Stopped Raising Rates. Now what?

This is all part of their plan and things are going as planned. Maintain portfolio positions.

If the economy was doing well enough, the rate hikes would continue. Reduce risk exposure in anticipation of an economic slowdown

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The rate hikes stopped for a reason. Deteriorating economic data caused the Fed to stop raising rates, and now that same data is showing signs of an impending recession. Markets begin to fall in response and client accounts lose value as well.

A Smarter Way To Invest Can Help!

Have you checked out A Smarter Way to Invest? We use a rules-based process to manage money for our advisors and their clients. This discipline helps us determine when it is worth taking on market risk in pursuit of returns, and when we are better off diversifying our exposure. We take over the money management responsibilities and allow you to focus on working with your clients and building your practice. For more information on our management style, check out our website or reach out to us for more information. We want to help you and your clients spend more time growing and less time recovering.
Learn More About ASWTI
Contact Us Today
The rate hikes stopped for a reason. Deteriorating economic data caused the Fed to stop raising rates, and now that same data is showing signs of an impending recession. Markets begin to fall in response and client accounts lose value as well.

A Smarter Way To Invest Can Help!

Have you checked out A Smarter Way to Invest? We use a rules-based process to manage money for our advisors and their clients. This discipline helps us determine when it is worth taking on market risk in pursuit of returns, and when we are better off diversifying our exposure. We take over the money management responsibilities and allow you to focus on working with your clients and building your practice. For more information on our management style, check out our website or reach out to us for more information. We want to help you and your clients spend more time growing and less time recovering.
Learn More
Contact Us
×
It turns out that rate hikes were halted in an attempt to let inflation catch up for underwhelming growth in recent years. The rate hikes stop temporarily, but the economy keeps chugging along with solid growth; eventually the rate hikes resume. Clients who saw their exposure reduced underperform the market and fall behind their benchmark for the year.

A Smarter Way To Invest Can Help!

Have you checked out A Smarter Way to Invest? We use a rules-based process to manage money for our advisors and their clients. This discipline helps us determine when it is worth taking on market risk in pursuit of returns, and when we are better off diversifying our exposure. We take over the money management responsibilities and allow you to focus on working with your clients and building your practice. For more information on our management style, check out our website or reach out to us for more information. We want to help you and your clients spend more time growing and less time recovering.
Learn More About ASWTI
Contact Us Today
It turns out that rate hikes were halted in an attempt to let inflation catch up for underwhelming growth in recent years. The rate hikes stop temporarily, but the economy keeps chugging along with solid growth; eventually the rate hikes resume. Clients who saw their exposure reduced underperform the market and fall behind their benchmark for the year.

A Smarter Way To Invest Can Help!

Have you checked out A Smarter Way to Invest? We use a rules-based process to manage money for our advisors and their clients. This discipline helps us determine when it is worth taking on market risk in pursuit of returns, and when we are better off diversifying our exposure. We take over the money management responsibilities and allow you to focus on working with your clients and building your practice. For more information on our management style, check out our website or reach out to us for more information. We want to help you and your clients spend more time growing and less time recovering.
Learn More
Contact Us
×

1024 E. Grand River Ave. Brighton MI, 48116

1024 E. Grand River Ave. Brighton MI, 48116

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Welcome To A Smarter Way To Invest

Your Premier Institutional Investment Manager
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Welcome To A Smarter Way To Invest

Your Premier Institutional Investment Manager

Your Premier Institutional Investment Manager

There is A Smarter Way to Invest. As your premier fiduciary institutional RIA asset manager, we offer a range of formulaic investment models across the risk/reward spectrum

Your Premier Institutional Investment Manager

There is A Smarter Way to Invest. As your premier fiduciary institutional RIA asset manager, we offer a range of formulaic investment models across the risk/reward spectrum

Our Investment Philosophy

A Smarter Way to Invest is an investment management firm working with both individual clients and financial advisors. We provide investment strategies that are managed internally by our team of portfolio managers and investment analysts as well as strategies offered by outside firms with varying areas of expertise that differ from our own.

Internally, we specialize in investment strategies focused on the Value investment philosophy pioneered by Benjamin Graham and David Dodd and popularized by Warren Buffett and many others. This involves in-depth fundamental analysis to determine approximately what a company is worth and only buying stock in said company when it is priced at a significant discount to that value. We ignore short term fluctuations in prices that may be based on the fleeting news stories of the day, and instead focus on realizing the long-term value of the securities we hold.

Value investing is only one investment philosophy, and we aim to provide a wide array of alternatives to our clients. This is why we partner with other investment managers to provide strategies based on other approaches. These outside firms not only provide investment strategies managed by their teams, they also provide different market perspectives that we can incorporate into our own models.

Using both our own investment strategies and those of our partner firms, we are able to create dynamically managed portfolios for our clients. Each client account is tied to one of these dynamic portfolios (called Allocations) that we manage ourselves. Inside each allocation is our individual models that are analogous to the mutual funds or ETFs already in use by many investors. Each model has its own specific focus and management discipline to determine its individual holdings. To provide long-term stability, our Dynamic Allocations will move our clients’ money from equity focused models into more diversified holdings consisting of cash, fixed income, commodities, or even gold when we see red flags in the economy or the stock market. In doing this, we attempt to avoid large market corrections in a bias towards principal preservation.

Investment Models

Dynamic Allocations

401(k) Offerings

Our Investment Philosophy

A Smarter Way to Invest is an investment management firm working with both individual clients and financial advisors. We provide investment strategies that are managed internally by our team of portfolio managers and investment analysts as well as strategies offered by outside firms with varying areas of expertise that differ from our own.

Internally, we specialize in investment strategies focused on the Value investment philosophy pioneered by Benjamin Graham and David Dodd and popularized by Warren Buffett and many others. This involves in-depth fundamental analysis to determine approximately what a company is worth and only buying stock in said company when it is priced at a significant discount to that value. We ignore short term fluctuations in prices that may be based on the fleeting news stories of the day, and instead focus on realizing the long-term value of the securities we hold.

Value investing is only one investment philosophy, and we aim to provide a wide array of alternatives to our clients. This is why we partner with other investment managers to provide strategies based on other approaches. These outside firms not only provide investment strategies managed by their teams, they also provide different market perspectives that we can incorporate into our own models.

Using both our own investment strategies and those of our partner firms, we are able to create dynamically managed portfolios for our clients. Each client account is tied to one of these dynamic portfolios (called Allocations) that we manage ourselves. Inside each allocation is our individual models that are analogous to the mutual funds or ETFs already in use by many investors. Each model has its own specific focus and management discipline to determine its individual holdings. To provide long-term stability, our Dynamic Allocations will move our clients’ money from equity focused models into more diversified holdings consisting of cash, fixed income, commodities, or even gold when we see red flags in the economy or the stock market. In doing this, we attempt to avoid large market corrections in a bias towards principal preservation.

Investment Models

Dynamic Allocations

401(k) Offerings

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