Betashield Portfolio Risk Management
Betashield is a risk management strategy intended to limit downside risk in your portfolio, allowing for more peace of mind during turbulent times in the market. Conversely, during periods of prolonged uptrends the portfolio allocation shifts to a more aggressive stance with the goal to better participate in growth.
Designed for investors who are:
- Approaching or in retirement.
- Focusing on asset preservation.
- Looking for a way to limit exposure to a catastrophic portfolio loss.
- Searching for a reduction of losses to allow for quicker recovery.
- Seeking to capture gains in long-term, up-trending markets.
- Willing to accept a potentially lower return in exchange for risk reduction.
