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Our Philosophy

Our Downside Risk Strategy

Would you ever expect a coach to come into a big game with a passive strategy? No. They would have a dynamic game plan for doing whatever it takes to win. While investing isn’t a game, we believe that successful investing requires offensive and defensive strategies to tackle impending bear markets with confidence. We don’t advise you to follow the tired and passive “buy and hold” approach that most firms use. We make bold moves to manage your assets through inevitable crashes.

Downside Risk Management Process

Sell high before the big downturns and buy low into bear markets.

Our approach is rooted in these 3 strategies:

Anticipate the market
Our extensive investing experience, cutting-edge technology, and innovative investment tools help us foresee impending market activity.

Respond quickly
When market fluctuation is imminent, we take immediate action to defend your portfolio against losses in down markets and diversify your principal through exposure to a range of assets.

Manage risk
We follow an intelligent risk management process that creates a smoother, less stressful investment experience for you.

Take confident control of your financial future. Call (608) 213-1968 or connect with a financial advisor in Madison, WI online today to schedule a complimentary consultation for help pursuing your return potential.

Disclaimer: All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met, and investors may lose money. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

We’re Ready to Address Risk

We all know it’s impossible to avoid risk entirely when investing in the markets: “No risk, no return” is a concept everyone understands. But you can assess market risks and manage a portfolio that is aimed at mitigating those risks and maximizing your returns. This is the Canary Wealth Strategies philosophy.

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