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Corbett Road Wealth Management

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Corbett Road Money Management Overview

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Corbett Road Money Management Overview

Since 2008 the idea of tactical asset management, which provides upside market participation and downside protection, has become popular. Many firms have tried to capitalize on its popularity by describing their static rebalancing model as tactical asset management. At Corbett Road our methodology is truly tactical and has been from our inception in 2002. We incorporate a proprietary top-down macroeconomic methodology (MacroCast™) to assess risk which translates directly into the structure of our portfolios. Coupled with a fundamental bottom-up equity filter and our unique sell discipline, we have both a proactive and reactive tactical discipline that is unique in the asset management field.


MacroCast™

Corbett Road sets the risk parameters of our strategies using MacroCast™, our proprietary multi-factor investment model. MacoCast™ is derived from the input of over 20 indicators covering 6 broad categories and serves as a proactive mechanism from which we will add or remove risk assets in our strategies. By taking a multi-factor approach we get a more holistic viewpoint of what may be impacting the current market climate.

SmartTactical™

Corbett Road uses our SmartTactical™ methodology to limit turnover in all of our strategies. Turnover in and of itself does not promote return, and high turnover can often be detrimental to performance. Our SmartTactical™ methodology is used to limit turnover through small market corrections and a less reactive approach to market or geopolitical noise.

Sell Discipline

Corbett Road incorporates a sell discipline on a proactive and reactive basis.
1)    Proactive: Through the use of our proprietary forecasting model, we have the ability to reduce risk at the portfolio level during systematic risk events which typically occur during recessionary periods.

2)    Reactive: At the individual position level we follow a sell discipline to reduce single stock concentration exposure, and to limit single stock loss exposure.

Putting It All Together

Through our asset management methodologies, our goal is to participate on the upside of the market and mitigate on the downside.  Our clients are successful, and wish to keep their wealth and protect it from large market downturns that typically occur during recessionary periods. Our unique tactical approach allows us to take action, reduce risk, and preserve capital in periods of economic downturn.

 

Learn About Our Investment Strategies

 

 

Learn About Our Investment Strategies

 

Our Process

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7901 Jones Branch Dr. Suite 800
McLean, Virginia
22102 United States


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Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm. Securities offered through an affiliate, Spire Securities, LLC. Member FINRA/SIPC. 

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