SightLine(SM) is our proprietary investment model. We created it as a better way to assess and manage risk—and to achieve our core objective of wealth preservation. It allows us not only to preserve wealth when market risk is great, but also to benefit from prudent growth under all other conditions.
What distinguishes SightLine is the breadth of information it uses. All investment models use data as the basis of investment decisions, but most don’t use more than a review of financial statements. Sightline, by contrast, includes our expertise in areas of economics, politics, and statistics; various technical and fundamental analyses; and our understanding of myriad risk “landmines.”
Key analyses incorporated into our model are
• Monetary policy
• Moving averages
• Market breadth
• Fiscal policy
• Market strength
• Market volume
• Sentiment
• Geo-political risks
• Valuations
• Insider transactions
These analyses add up to a financial Early Warning System. They help us identify changes in risk that warrant adjustments to a client’s portfolio. Once SightLine detects a bullish or bearish event, we realign the portfolio accordingly.
Because our focus is wealth preservation, SightLine is especially powerful when used to identify high market risk. It helps us determine when it’s prudent to step out of the markets for the sake of capital preservation. While we are not day traders, nor do we frequently trade in client accounts, we do believe that risky assets are best “rented” instead of bought and held without further review.
This approach differs from market timing. Instead, we see it as another of our proactive tools for wealth preservation. We have learned that while Sightline is not infallible, ignoring its indicators can hinder a portfolio’s long-term bottom line.
If you’re interested in wealth preservation through long-term outperformance, please call us. We’ll be glad to tell you more about Sightline, our unique risk-assessing investment model.
A proprietary investment methodology designed to both preserve and extend wealth. Created by our founder, Chuck Gibson.