How We Manage Money by Managing Risk

Here's the thing.  You know you need to save and invest in order to have enough money to retire. But you can't afford to take big losses in the stock market.  You've been told "Buy & Hold" is the surest way to succeed but you get shaken out by big declines in the market, like we saw in 2008.  Wouldn't it be nice if you could invest with the confidence of knowing that your hard earned money is being managed with as much focus on downside risk as upside returns.  Well, you've come to the right place.

WESPAC Advisors’ approach is to significantly raise cash in risky markets which is one cornerstone of our investment strategy. We manage risk in down markets while participating in up markets, For example, we moved to cash in 2008 to manage risk and moved back to fully invested after the bottom.

Recognizing that most investors need growth but cannot afford to incur big losses, WESPAC Advisors utilizes an objective, systematic and active management approach to seek growth with a risk management focus to guard against significant losses.  This approach is called Tactical Asset Allocation.  

Using technical analysis to determine market risk, including point and figure charting, relative strength analysis and many other tools, WESPAC shifts its portfolios to stocks when market risk is low and to quality fixed income investments, including cash, when market risk is high.  

WESPAC's Objective Investment Strategy 

This objective approach takes the emotion out of investing.  Sign up for a free monthly newsletter to keep abreast of our current strategies. 

Founded in 1995, WESPAC Advisors, LLC offers investment management services to corporate retirement plans and high net worth individuals.  WESPAC services hundreds of clients which employ thousands of employees throughout the West Coast through our office in Reno, Nevada. Since 2008, WESPAC has been a partner subsidiary of Focus Financial Partners, a $60 billion wealth management and financial services firm that serves clients across the U.S. and the U.K.

   To help protect and grow your assets, it is important to know where your money and securities are being held.  NEVER invest with an advisor who does not open an individual account for you at a well known brokerage firm.  That’s why most WESPAC Advisors' accounts are held at Charles Schwab.  You always have online access to your Schwab account directly through our website so you can view your assets at anytime.  Just click on the Client Login tab at the top right corner of this page.  If you don't want a Schwab account for any reason we can set up an account for you at TD Ameritrade.