Broker Check

Investment Services

Evolve from Buy-and-Hope to Act-and-Achieve

What you are you life goals? Would you like to build a healthy marriage, raise your children well, pursue career success, or buy your dream house. Do you take a passive approach to any of these goals? Of course not. You know that these dreams do not turn into reality without purposeful, intelligent, consistent action.

Investing is no different. The purpose of investing is to pursue financial gain and preservation. As with all goals, it requires purposeful, intelligent, consistent action. For too long, investors have bought into a passive buy-and-hold philosophy under the illusion that it was an investment strategy: diversify your funds adequately when you are 30, forget about them, and 40 years later you will be living in luxurious retirement. Unfortunately, one economic crash can destroy not only that illusion, but also any opportunity of recouping your losses.

At HBW Advisory Services, we reject this "buy-and-hope" outlook and take an "act-and-achieve" approach. Since founding in 2008, we have sought to steadily grow our clients' funds while minimizing loss through:

Evolve from Buy-and-Hope to Act-and-Achieve
  • Active asset management. Our sub-advisors actively manage accounts on a day-to-day basis to create opportunities for return by investing in areas of market strength. While that does not necessarily mean there will be transactions on a daily basis, it does allow for the possibility depending on changing market conditions.
  • Investment strategies. Many of our investment strategies are run daily to evaluate current short-term market trends. Because our strategies are quantitative, objective, and mathematical, we remove the emotional human factor from the investing equation and ensure lower volatility and more consistent returns.
  • Proactive risk management. Our investment strategies seek to reduce and manage risk through tactical asset allocation, reducing exposure to weak industry sectors and indexes, and moving to 100% cash, or defensive strategies in cases of extreme market volatility.

By acting to protect your capital during poor markets and build your capital during strong markets, we help you achieve your investment goals. 

Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results. 

Talk to a Financial Advisor

Thank you!