Investment Management in these turbulent times is critical. 

We manage investments with a 21st-century approach to protect against market downturns. Instead of relying on outdated techniques such as static asset diversification to limit risk, we offer a dynamic mix of modern tactical institutional funds, fixed income programs, muni bond offerings, exchange-traded funds (ETFs), hedged equity, fixed index annuities, structured notes & market-linked CDs that are designed to protect against the downside and succeed in all markets: bull, bear and neutral.  Performance through a complete market cycle is what matters.

 

Ringgold & Associates certified financial planner seeks to maintain a risk-managed approach toward investing, and our portfolios range from conservative to moderate to growth to allow for investor risk tolerance preferences. The key is to match your profile with your cash flow management.

 

You will discover that the tactical equity managers use different strategies to rotate investments according to the actual market state. In a bullish state, they are aggressively positioned in low-cost Exchange Traded Funds (ETFs) or individual stocks to capture gains. When the market turns bearish, they make an all-important defensive shift to preserve gains. Very important: our accounts are held in custody at TD Ameritrade Institutional which does not charge transaction costs.

 

Call me to get a stress test performed on your portfolio to see what happens:

  • If a 2008 meltdown reoccurs?

  • If interest rates rise or go negative?

  • If the S&P 500 goes up 20%?

  • If there is a severe currency instability?

 

Bonus: Find out your risk tolerance number and see if it is in line with your portfolio risk number

 

 

 

 

 

 

 

                                                                 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Disclaimer: Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Past performance is not a guarantee of future results. No portion of the content should be construed as an offer or solicitation for the purchase or sale of any security. For a complete description of investment risks, fees and services review the Brookstone Capital Management firm brochure (ADV Part 2) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management.

 

Investment Management in Naples & Fort Myers, FL

    Contact Us

         FOR A FREE CONSULTATION

 

Ringgold & Associates

1415 Panther Ln 

Naples, FL 34105

239-281-9561

 

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CLICK TO EMAIL

DRinggold@BrookstoneAdvisor.com 

Ringgold & Associates Certified Financial Planner, Naples FL