Core Investment Strategies
Foundational to a Well-Diversified Investment Portfolio
At Weiss Capital Management, our mission is to help you protect and grow your wealth in all market conditions. This means focusing on opportunities for growth when market conditions are favorable as well as taking steps to help defend your wealth, reduce risk – and find profitable opportunities – even in declining markets.
A key characteristic of our management style is to adapt to ever-changing market conditions. We proactively manage each investment strategy to reduce risk. This includes raising cash as necessary to help cushion client portfolios against falling markets. Most importantly, we also use dynamic “hedging” tools, using inverse mutual funds and inverse ETFs that are specifically designed to rise in value when markets decline. While it’s not possible to guard against all losses, our money management style may provide you with a more stable path to reach your investment goals.
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This unique strategy takes a dynamic approach to asset allocation by combining three distinct investment components – diversification in equities and fixed income for balanced growth potential, bear market hedges to protect against potential declines in bonds or equities, and cash allocation as warranted …
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As the name implies, the Weiss Balanced Program uses a “balanced” approach to asset allocation — seeking to provide long-term capital growth, along with the potential for above-average levels of income …
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This 100% fixed-income mutual fund-based program’s primary objective is to produce ordinary income yield in excess of 1.5 percent to 2 percent greater than the average yield of the 5-year U.S. Treasury note, with an emphasis on principal stability …
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This strategy shares a similar objective to produce consistent income as the Weiss Diversified Income Program, but combines it with a modest allocation to specialty stock mutual funds for capital appreciation potential … …
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This mutual fund-based program is designed for moderate-risk investors whose objective is to seek consistent total return through both cash flow and price appreciation potential …
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This program is designed for investors with a moderate risk tolerance who are interested in diversifying their assets and simplifying their portfolio …
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The Weiss Managed Treasury Program seeks higher returns than pure money market instruments alone, while providing maximum safety and liquidity to the risk-averse investor …
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