Investment Management

Investment Strategies should be formulated with an  understanding of objectives, risk tolerance and personal priorities.

Biggs Financial specializes in Active Tactical Asset Allocation: 

By combining fundamental analysis (what to buy), strategic analysis (how much to buy), and technical analysis (when to buy or sell), we add “active” to the asset allocation process. Research seeks to evaluate the appropriate securities while charts and other tools are used to identify patterns that may suggest future market activity. This strategy aims to balance risk and reward, and attempts to enhance investment returns depending on economic conditions and market activity.

"We don't believe in 'buy and hold' or 'buy and forget'"

Biggs Financial reviews account holdings in our fee based accounts on a daily basis. Through our active management we believe over time investors have the potential for less volatility and better investment returns.

For more detailed information on our Investment Strategies Click on the Evolution of Investment Strategies button below.

"We believe there are times to be in the market, and times to be out."

Investment Management Encompasses:

  • Fee Based Investment Portfolios
  • Brokerage Accounts
  • Mutual Funds, Exchange Traded Funds, Stocks & Bonds
  • Individual and Corporate Retirement Accounts

Printable Version of Investment Management PDF

Evolution of Investment Strategies

*Asset allocation does not guarantee a profit or protection from losses in a declining market.