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You have taken your first step to "Master the Investment Trends" through our Wave and Wind Investment Strategy. We encourage you to venture on ....

Wave and Wind 
Master the Investment Trends

(Only Available through Towne and wealth Management)

We use, what we believe, is the only investment portfolio management strategy that strives to manage risk, while at the same time, enhancing performance. Our strategy utilizes arguably the two most important investment concepts of our time, Asset Allocation and Relative Strength. We, at Towne Wealth Management call our innovative strategy, “Wave and Wind”, utilizing the ebb and flow of investment markets in the new global economy. It is specifically designed to give investors the power to manage the volatility in their portfolios, while maximizing their portfolio performance.

By utilizing Asset Allocation Modeling, developed in 1952 by Harry Markowitz, our innovative ”Wave and Wind” strategy is designed to provide an effective way to pursue competitive rates of return, while channeling a portfolio into volatility ranges. Secondly, by implementing Relative Strength measurements in a portfolio using the renowned Dorsey Wright system, a portfolio can be leaned in or out of the market, with the goal to reduce risk and to maximize results.

"Global Capitalistic Expansion..."

Today, Americans are witnessing the expanding global capitalistic revolution, birthed in 1776 by our Founding Fathers. The fall of totalitarian regimes and socialism in countries like Brazil, Russia, India and China, has resulted in an amazing change throughout the world. The inseparable relationship between personal liberty and personal responsibility was expressed by our Founding Fathers in two great documents, "The Declaration of Independence" by Thomas Jefferson, and The Wealth of Nations by Adam Smith. These two documents are the catalyst of what we are seeing today... the quest for worldwide personal freedom, during global capitalistic expansion.

 Whatever your financial destination is, you will need adequate capital. Christopher Columbus’ desired destination was no different. He longed for a new world ... a global expansion.

The Wisdom of Columbus

Once Columbus discovered a possible new sailing route, he obtained the capital needed to fund his expedition. As he began plotting his course, Columbus soon realized that the old trade routes were inadequate. Something more was needed. The old sailors of the day told him that when sailing past the Azores Islands, contrary easterly winds would impede further progress. It was rumored that one might be able to pick up westerly trade winds and ocean currents if one sailed south, toward the Canary Islands.

This is exactly what Columbus did. He combined Old World sailing techniques with New World strategies. Instead of sailing directly across the Atlantic Ocean, Columbus first sailed south, towards the equator, picked up the westerly trade winds, and then headed northwest to the West Indies. We believe that combining time-tested investment strategies with 21st Century investment techniques, will keep you on course to help arrive soundly at your investment destination.

No strategy or asset allocation ensures a profit or protects against a loss.