An advisor who practices a core philosophy of risk management to guard against bear market losses

LFM&P: The MarketAware^SM approach is designed to reduce your equity market exposure during high-risk periods and to increase it when risk is lower and gains are more likely. This methodology seeks to keep your actual level of risk at your personal risk limit. In addition to making investing more comfortable by limiting risk, MarketAware^SM has produced higher returns than the conventional constant allocation approach since it was implemented publicly seven years ago.  It is not how much you earn that counts, it is how much you keep.    

Common Industry Practice:  Your portfolio retains a constant asset allocation regardless of the economic climate. The selected asset allocation adjusts the portfolio’s basic risk level, but the portfolio manager makes little attempt to your reduce risk exposure in difficult market conditions. Instead, you are advised to hang in there and reminded that the market has always recovered in the past.

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