Defense – Tactical
Asset Allocations
May 14, 2020
Defense – Tactical Asset Allocations
Greetings!

Clients have recently seen unprecedented market volatility with the DJIA dropping over 11,000 points between February 12th and March 22nd of this year. With unemployment rates skyrocketing, it is uncertain when the economy might stabilize and the extreme market volatility might end. Clients look to you for answers and a plan.

As you can imagine, this provides a wonderful opportunity for you to discuss how a well thought out Tactical Asset Allocation can be the appropriate solution.
For illustrative purposes only.
Today our Tactical Models are again showing their value, just like they did during the 2000-2002 Dotcom Meltdown and the 2007-2009 Housing Crisis / Great Recession. On average, our Tactical Models are more than 90% cash at this time and have been since March. 
 
Tactical Asset Allocation can be a great addition to your client’s portfolio, to help mitigate risk and avoid the roller coaster ride of large market volatility. Sometimes the best, and most appropriate, offense is a good defense. 

And, for those clients who are ready to weather the storms, taking advantage of the full motion of the market, next week we will review going on the offense with our suite of more than three dozen proven Strategic Asset Allocation portfolios managed by likes of Blackrock and Russell Investments.

To discuss this opportunity and how to use it to grow your practice and brand, please call our Sales Team at (888) 641-7100 or email teamwilliams@hanlon.com .
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