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OUR SERVICES

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When It Matters Most

Our Investment Philosophy

 

At Strong Tower Wealth Management (STWM), our portfolio management process is fundamentally-based with an emphasis on technical analysis.  Depending upon the goals and objectives of the clients, we provide portfolio management strategies with a focus on conservative growth, growth, aggressive growth and growth and income. There are also income portfolios and strategies to meet current cash flow needs.

While we do utilize strategic planning to help achieve our client’s long-term goals, STWM does not take the conventional view that a buy-and-hold strategy may achieve these objectives alone. We are not an advocate of a fully-invested investment policy plan. Our investment process is focused on the tactical,  day-to-day management of our client accounts.

By determining the overall market risk level, we decide how to deploy cash as market opportunities present themselves or restrict the exposure during periods of market volatility. There are appropriate times to focus on wealth accumulation and appropriate times to be focused on wealth preservation. Depending upon the overall trends of the markets, we determine whether to be more offensive or more defensive.

Once the overall risk level of the markets is determined, we then focus on the individual sectors. Then, we provide further due diligence to review the individual investments that may help provide the necessary exposure to those particular sectors.

There are only two forces that influence market direction: Understanding the Supply and Demand relationship is a critical component in the markets. We then rotate into sectors of potential strength and attempt to avoid areas of potential weakness. When determining weakness and increasing volatility, we will stay in “cash” rather than continue exposure, just for the sake of diversification. By determining areas of increasing strength, we attempt to rotate into the markets and take advantage of that strength until there is a change in overall market trends.

Lastly, at STWM, we emphasis risk management principles with a strict sell discipline and exit strategies to help protect gains, manage downside risk and lessen the impact of market downturns. It is an effective and efficient utilization of cash as an asset class that is the cornerstone of our process. Put another way, with increasing market volatility, the ability to “raise” cash is vital to help lower the risk level in our client’s portfolios.

Our Services

Asset Management

  • Customized Portfolios

  • Proactive Management Process

  • Fundamentally-Based/Technical-Emphasis

  • Defensive/Exit Strategies

  • Strict Sell Discipline 

  • Consistent Execution

  • Transparent Fees

Financial Planning

  • Goals-based Financial Planning

  • Life Insurance and Long-Term Care Insurance (LTC) Needs Evaluation

  • Tax Planning

  • Retirement Income Planning

  • Cash Flow Analysis/Budgeting

  • Estate Plan Development

Retirement Planning

Succession Planning

  • Transition Planning

  • Buy/Sell Agreement

  • Estate Plan Review

Private Trust
Services

  • Tennessee Chartered

  • Legal/Estate/Insurance Tax Planning

  • Wealth Protection and Preservation Focused

Philanthropic
Planning

  • Articulate your Vision

  • Establish Stronger Family Values for Children

  • Social/Environmental/
    Research Solutions

Introduction
07:35
The Process
08:02
Why?
01:11
Pitfalls
09:33
Historical Data
02:11
Mutual Funds
05:14
Should I use an Annuity?
04:46
Budgeting
03:24
Strong Tower Wealth
14:48
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