About Our Safe Harbor Account
Today's investors are faced with many investment opportunities and portfolio alternatives. The management of your money in today's volatile investment markets requires additional insights and investment tools to help make your money grow. This portfolio is designed to invest defensively no matter what happens - good times, bad times, recession, inflation, terrorist attacks or a depression. The idea is that the investment sectors that this Safe Harbor Account invests in will move up or down during all economic environments thus offering stability of ones investments hence the term Safe Harbor.
The investment sectors selected within this account are designed to adjust to current investment market conditions for strategic balance, with the aim of long-term protection of the client's purchasing power. This requires safe and profitable indexing of investments in specific sectors such as Gold and other Precious Metals, Currency Exchange Traded Funds and other specific sectors, Energy/Natural Resources and Government Securities. The investment vehicles used within these sectors will also present inverse opportunities designed to protect and grow real wealth in all kinds of markets. Through diversification and discipline, this account strives to protect investment capital, through economic uncertainties, no matter what the future holds.
Putting money in Switzerland is like putting your money in a bomb shelter. As a neutral country that never takes sides in geopolitical disputes, Switzerland attracts capital from other countries to its franc in times of crisis, and this can benefit its bonds and stocks as well. After the Sept. 11 attacks, the dollar fell 10% against the Swiss franc. The franc had a longer rally of 14.5% against the dollar in 1998 in the face of the Long-Term Capital Management blowup and the Russian debt default.
There are mutual funds built around this idea, including the five-star Permanent Portfolio (PRPFX), which over the years has garnered a lot of attention for owning Swiss government bonds and gold in several different forms.
One aspect of neutrality, and perhaps maturity, is that the economy is very steady: It's characterized by slow growth (annual growth has ranged between -1% and 2.5% for the last five years), low unemployment (close to 4% for several years), and low inflation (CPI growth has not exceeded 2% in more than 10 years).
As you might expect with such a slow-growth, mild-cycle type of economy, interest rates are very low, which, in part, reflects how little fear and volatility are priced into the market.
This portfolio was created for clients desiring the concept of a safe haven protection against adversities to the U.S. economic system. Designed to provide growth at low risk, this account may at times contain investments to offset inflationary or deflationary environments such as but not limited to gold and precious metals, U.S. Treasury investments, energy and natural resource investments, rising or falling interest rate vehicles as well as protected investments against the rising or falling U.S. Dollar. All investments that may be used are traded as regulated and registered shares within investment markets within the U.S. with available daily price quotes. The objective of this portfolio is to be invested in defensive investment positions supporting a stable net worth.
To open an account, contact us today.
Protect Your Nest Egg
At the Wall Street MoneyCenter, we look upon our obligation to manage your money as the most serious obligation that exists. Our Risk Management Surveillance Systems are a protective strategy designed to eliminate the emotional component from investment decision making. These unique strategies, developed by Peter Bruno, are the foundation of our investment philosophy. Our primary objective is the preservation of capital while seeking maximum growth. Accordingly, "fail-safe" disciplines are built into our standard operating procedures on all portfolios. Our management disciplines involve the continued tracking of the overall market in order to determine the appropriate time to liquidate certain investment vehicles which, without this strategic tracking, would be difficult to sell quickly in a falling market.