Blue Anchor
Wealth Management
Why Dynamic Asset Allocation
Do you have the time, inclination, and ability?
World economies are alive with activity, the investment landscape is in constant motion, and economic cycles create trends that have a significant effect on the value of asset classes, and ultimately, individual portfolios. Buy-and-hold investing in this environment may disappoint a lot of investors. Mark focuses on the Active Management and Dynamic Asset Allocation that seeks to take advantage of shifts in domestic and international markets. He works closely with his clients to develop asset allocation strategies that manage risk, add flexibility, and help them take more control of their financial future.
During secular bull markets like 1982-1999 and more recently the bull market of 2009-2021 investing can seem simple, Buy-and-hold strategies like index investing produce great returns efficiently, with little effort. However, much like the bear market of 2000-2010. Today, things are different, and many investors feel that they are trying to sail upwind with little or no breeze. To navigate in today’s markets, sophisticated investors are looking for flexible asset allocation strategies that adjust to current market trends. Blue Anchor Wealth Management works with their clients to develop, execute, and monitor dynamically allocated investment plans.
Mark D. Panfil is on the leading edge of Dynamic Asset Allocation Investing. He would consider it a privilege to discuss your investment options with you. It is never too soon or too late to take control of your financial future. Please call his office at (516) 927-1048 or arrange a private, complimentary consultation.
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Brokerage and investment advisory products and services, are offered through Aegis Capital Corp, a member of FINRA and SIPC. Insurance products are made available through, ACC General Agency, a licensed insurance agency. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up individual responses, until after the associate obtains the appropriate registration in the applicable state.
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