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Tactically Managed
Stock Portfolios

As an investment advisor and money manager, we use a tactical asset management approach to stock investing.

Tactical management is a disciplined, dynamic strategy that that attempts to improve the risk adjusted returns of a portfolio by avoiding or limiting losses. At Thornwood Financial, we take a hands-on approach to managing stock portfolios for our clients

Using a proprietary analysis approach, we seek to identify under valued stocks with strong fundamentals that are gaining momentum with mutual fund and hedge fund managers. Our goal is to help provide portfolio growth with reduced risk. We believe that a tactical approach and investing in stocks with strong fundamentals helps manage long-term risk.

Once selected, the stocks added to a portfolio are monitored for movements, either to the upside or downside that offer opportunities to adjust the position size to help maximize gains and minimize losses. Tracking broad market indicators helps us to "seek to avoid" large market drops before the occur.

Thornwood Financial watches the market daily analyzing the macro and micro market environment by tracking moves in broad sector ETFs, specialty ETFs and individual equities1.

When opportunities emerge or danger looms, we like to act quickly and decisively by establishing, increasing, reducing or eliminating client positions across the board. In extreme cases, we will move 100% into cash to help preserve portfolios.

The strategy looks for stocks that offer the potential for significant upside with limited downside either through an extreme value proposition or a significant overreaction to the downside resulting from a specific corporate event.

At the core of our strategy is our ability to move into cash and avoid some, if not all, exposure to a downward trending market. Although an extreme move such as this is not employed often it is an integral component of the tactical strategy.

The strategies we implement are multi-year strategies and can be difficult to assess on a one- or two-year basis. Our goal is to provide the best risk adjusted returns when compared to the S&P® 5002 over a 3 to 5-year period. When investing in stocks, it is not only what you do own but also what you don’t own that can help determine an investment's success.

As licensed investment advisors and fiduciaries, we have the ability to trade with full discretion over client stock accounts. This helps allow us to be nimble and proactive when our analysis signals action is necessary.

Transparency and timely communication are core value at Thornwood. Email notifications are sent to clients when any trade in made in their accounts and we like to hold regular reviews to ensure our clients involved and aware of their portfolio’s performance.

For a free, no commitment portfolio review, contact us today.

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Video contents is an opinion solely of the author and do not necessarily represent the views of their affiliates. Past performance and forecasts are not a guarantee of future results.

Active portfolio management, including market timing, can subject longer term investors to potentially higher fees and can have a negative effect on the long-term performance due to the transaction costs of the short-term trading. In addition, there may be potential tax consequences from these strategies.  Active portfolio management and market timing may be unsuitable for some investors depending on their specific investment objectives and financial position. Active portfolio management does not guarantee a profit or protect against a loss in a declining market.

1 Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

2 The S&P® 500 Index is a widely recognized capitalization-weighted index that measures the performance of the large-capitalization sector of the U.S. stock market. Securities in a portfolio may not match those in an index and performance of the portfolio will differ. Direct investment in an index is not possible.

WISCONSIN
6226 BANKERS ROAD STE 1
MOUNT PLEASANT, WI 53403
(262) 638-0224

FLORIDA
THE VILLAGES
(352) 224-3082

ILLINOIS
12545 FARM HILL DRIVE
HUNTLEY, IL 60142
(847) 999-0700

OHIO
508 LONGBOW DRIVE #E-126
MAUMEE, OH 43537
(419) 799-7900

[email protected]

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Check the background of these investment professionals on FINRA’s BrokerCheck. 

IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax concepts, therefore you should consult your legal or tax professional regarding the specifics of your particular situation.

Investments in securities are not suitable for all investors. Investments in any security may involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should  perform their own due diligence carefully  and review the “Risk Factors” section of any prospectus, private placement memorandum or offering circular before considering any investment. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA / SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Thornwood Financial is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here. 

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Laura Jocius at [email protected].

This is for informational purposes only, does not constitute as investment advice, and is not legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

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