Our Philosophy

WESPAC invests like a championship sports team.

WESPAC's investment approach is similar to the way a championship sports team would play a game. To win in competitive team sports, a team must play both offense and defense.  The offense primarily scores the points and the defense protects the turf won by the offense.  

Like a championship sports team, we even have a "playbook" that lists all of the strategies available to us in any kind of market environment.  Click on the image to get your free copy of our playbook.

"Rule #1 - Don't lose money."  

That's a famous quote by Warren Buffet.  While it is impossible to invest in the stock market and never lose money, WESPAC believes that there are times when Wealth Preservation is more important than Wealth Accumulation.  Therefore, our investment strategies incorporate both offensive and defensive strategies.

Buy and hold is by far the most popular investment management policy because it is the easiest to do. But buy and hold investors only play offense.  To "stay the course" when the stock market is performing poorly is truly dangerous, especially if the investor is at or near retirement and does not have the time to make up the losses that a bear market delivers.