Jeffrey Link

GWA aims to participate in the market’s upside while attempting to avoid major market drawdowns. The firm primarily employs mutual funds and ETFs to implement their strategies. The primary investment strategy used to implement any investment advice typically takes the form of an asset allocation selected by the client’s investment adviser representative. Based on GWA’s market analysis and client-driven factors such as desired rate of return, aversion to risk, investment time horizon, tax consequences, and other constraints, investments are diversified across different asset classes and investment styles.

ACA seeks to participate in the market’s upside while attempting to avoid major market drawdowns. The firm primarily employs equities and ETFs to implement their strategies. Bonds, options, and mutual funds may also be used where they feel appropriate. ACA incorporates a systematic approach using technical and fundamental indicators to avoid severe market pullbacks and reduce human error in portfolios.