Portfolio Management

 

 

 

 

 

 

 

 

 

 

 

All Weather Portfolios:                                                           

What is all weather portfolio?

The All Weather Portfolio is an available-to-the-masses portfolio modeled somewhat after the risk-parity-based All Weather Fund from the famous hedge fund Bridgewater Associates. The portfolio idea was created by the legendary Ray Dalio, founder of Bridgewater, and was then popularized by Tony Robbins.   We at Hearn Wealth Management have taylored the portfolio to accomidate all risk levels and time frames.

Also included in the All Weather Portfolios is our alert system AssetLock® Personal.  The alert system will trigger and alert you and your advisor when new highs are achieved as well as when caution is indicated.  

 

If higher returns, lower risk, and stress free portfolio management is what you are looking for give us a call at (901)473-9379 today. 

Just Click the logo to see how AssetLock® helps you to and through your retirement investment goals.

 

AssetLock® is a communication tool used to help users stay informed on their retirement accounts. With AssetLock® Personal, the user has complete control over the downside percentage (AssetLock® Percentage), which is used to send alerts. 

 

With AssetLock® Personal, you are in complete control over the AssetLock® Percentages on your accounts, and can even customize your alerts to best meet your needs! An AssetLock® Percentage can range from 5%-30% and is always based on the High Water Value for the account. The AssetLock® Value is the downside value which would trigger the AssetLock® Percentage.  

To sign up your Hearn Wealth Management account, 401k, or any investment account click the AssetLock®  Personal button to the left and follow the instructions:

 

 

 

All Weather Portfolios Performance

Hypotheticals for All Weather Portfolios

Ultra Conservative

Conservative

Balanced

Moderate

Growth

Aggressive Growth

Income