Alpha Cubed Investments

Risk Management

We look at money management through the prism of both asset growth and risk management. In one of our programs, we employ an active Tactical Allocation methodology that attempts to be more heavily invested in the stock markets when the probabilities of success are highest.*

All investments in the stock market have a high level of risk associated with them. Many of these risks cannot be eliminated. One of the basic tools that we sometimes employ in our Tactical Program to minimize risk is the use of "stop loss" orders or stop alerts for many positions in our discretionary accounts. Events like earnings announcements, global instability, or any event that happens after market hours can still create vulnerability to large swings in the market and potential losses.

We encourage you to consider how you are managing risk to help build and preserve the assets in your investment account. Contact us to review your portfolio and determine what steps can be taken right now to better manage risk.

*Alpha Cubed Investments manages a variety of different programs across the risk and return spectrum, including both tactical and more static, "buy and hold" programs, which have generally less trading activity and generally looser stop orders and/or stop alerts.