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Investment Management

Our general investment approach has been developed as the result of analysis of decades of market data and dozens of market cycles. Over time, we have developed certain guiding principles that we believe offer the best opportunity to achieve long-term performance necessary to build wealth.

1. Risk & Reward Management

We do not believe in "buy and hold" approach to investing in the stock market. This presents risks of extreme losses that can take years to recover from. Rather, we manage our exposure to equities based on technical analysis, while maintaining flexibility to move money into bonds and/or cash as deemed necessary. Sometimes, the best offense is a good defense.

 

2. Supply & Demand

Supply and demand are ultimately what moves prices in the stock market. We don't look to predict where the market is going, but rather we look to be proactive and make intelligent decisions based on what the market appears to be doing. 

3. Momentum

An object in motion tends to stay in motion. This is true in physics, and, to a significant degree, in the financial markets as well. A key component to our approach is to be seek to be congruent with the intermediate to long term momentum of the stock market when positive.

4. Concentration

As Warren Buffett said, "diversification may preserve wealth, but concentration builds wealth". Generally speaking, our strategies are designed to be somewhat concentrated by style, sector, and number of holdings. 

5. Long Term

Our objective is not to capture every move in the financial markets, or trend in every industry. Our focus is in executing our researched processes in order to deliver the competitive long-term returns that will help our clients achieve their financial goals.  

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 Our Strategies

Our investment strategies offers exposure to actively managed portfolios consisting of exchange-traded funds and individual equities with high growth potential. By design, our strategies may be highly concentrated by both sector and number of holdings. As analysis identifies heightened levels of long-term risk in the stock market, our equity strategies may allocate, either partially or entirely, to short-term bond funds. Our strategies maintain the objective of delivering competitive risk-adjusted returns over a 3-5+ year timeframe. 

The performance of our investment strategies are tracked and made available through our third-party verification provider, Theta Research. To view, please click the image below. 

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PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. All information relating to any Choice Wealth Management, LLC strategy is impersonal and not tailored to the specific financial circumstances of any person, entity or group of persons. This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Such offers can only be made where lawful under applicable law. Choice Wealth Management, LLC is registered as an investment adviser in various states. Such registration does not imply a certain skill or training and no inference to the contrary should be made. 

Information pertaining to Choice Wealth Management’s advisory operations, services, and fees is set forth in their current Form ADV Part II, a copy of which is available from Choice Wealth Management, LLC upon request, but shall be delivered to you prior to entering into a management agreement.

Certain Choice Wealth Management, LLC strategies may be considered more aggressive because of their use of concentrated holdings, the frequency of trading, use of leverage, and/or options. While efforts are made to reduce volatility through the use of quantitative analysis, there is no guarantee that these efforts will be successful. Investors need to be aware that the possibility of accentuated losses greater than the respective indexes.  Given the potential risks involved, the strategies may not be suitable for all investors. The volatility of the market indices may materially differ (more or less) from that of the actual portfolios. Since individuals cannot invest directly into any index, deductions for management fees or other custodial or transaction charges are not taken into account. These charges, if applicable, would reduce the overall return of the illustrated indexes.