About Weiss Capital Management
The financial crisis and ensuing economic upheaval has destroyed trillions of dollars of America’s wealth. Interest rates are at historic lows; housing wealth has tumbled; and the cost of living is going up across the board; so investors today have much to worry about. Perhaps it’s time you consider a firm that has been at the forefront of advising investors about the warning signs in time to do something to help protect your wealth … Weiss Capital Management, a division of Dr. Martin D. Weiss’ Weiss Group of companies, is that firm.
Weiss Capital Management is a fee-only, SEC Registered Investment Adviser with the experience and understanding to manage your wealth through all investment climates. We believe that investing is a steady process that requires patience and a disciplined approach to investment allocation and risk management.
For over 25 years, our goal has been to help clients protect and grow their wealth – not only when markets are going up, but even in periods of market decline.
Our investment process is based on identifying secular (long-term) trends. We analyze asset classes and sectors in relation to our outlook and cyclical (short-term) opportunities. Following our fundamental analysis, we overlay technical signals to make buy and sell decisions. We offer a full range of strategies so a personalized portfolio can be constructed for each client’s risk comfort level.
Our Philosophy
We are flexible realists. We’re not Bulls. We’re not Bears. We strive to select the appropriate investments for you; those we feel most likely to perform amid changing market conditions.
Protection of principal is paramount. As stewards of your hard-earned capital, we know that you value the return of your money as much as the return on your money.
We strive to invest when the odds are in your favor. We mix various asset classes and strategies to fit your individual goals. This philosophy allows us to proactively utilize hedging strategies during times of market volatility.
Our Team
Our team has over 100-years combined experience managing money in both Bull and Bear markets. Helping you achieve your investment goals while carefully managing risk is the most important service we can provide. To learn more about how we can help you achieve your goals, call us at: 800-814-3045.
Our Investment Strategies
We strive to offer you exclusive programs and a broad range of investment strategies that involve varied risk-tolerance levels for both Bull and Bear markets.
We offer diverse investment strategies that invest across various asset categories, including stocks, fixed-income investments, alternatives, and even cash. Unlike others, we also offer unique, tailored programs designed to help protect and potentially grow your wealth even in Bear market conditions.
From a mutual-fund based equity strategy to programs that utilize exchange-traded funds and one that includes U.S. Treasury securities, you will find our broad array of investment product offerings strive to get you where you want to be, when you want to be there.