Money Management

Dedicated to Managing the needs of our clients today and planning for their future.

A Clear and Concise Approach

At SAC Investments, our investment strategies are designed to outperform benchmarks consistantly. Our investment philosophy is to maximize investment return while minimizing your risk and portfolio volatility. We use the experience of several highly trained investment specialists to monitor and report on ever-changing economic conditions. We combine sound investment principles, exhaustive research, and knowledge of your individual financial situation and needs to develop the right portfolio for you.

We understand high net worth investors, and we’ve built our reputation around meeting their specific goals and needs. Our experience in all areas of investing offers an extensive range of resources that only a few firms can replicate. More importantly, is how we use these strengths to deliver an effective money management system that works specifically and individually, for each client.

The Asset Allocation Advantage

Studies have shown that asset allocation is the single most important factor in determining your portfolio performance. It is more important than individual security selection, and more important than market timing.

So, what is “Asset Allocation”? It is a strategy for putting your eggs in several baskets. If you invest in international stocks, for instance, you could potentially receive huge rerurns. You could also lose most of your principal as international stocks carry greater risk than other investment types. You could also put all your money in bonds, a low risk investment. There would be little risk in losing your principal, but your returns would be much lower than other investments.

Risk vs. Returns

By using Asset Allocation, we invest your funds in different categories on investments, all with varying levels of risk and varying expected rates of returns. The amount we choose to invest in each category is soley based on your individual risk tolerance and investment goals.

Investing using Asset Allocation principles allows you to:

  1. See how you portfolio works as a whole.
  2. Adhere to long-term strategies.
  3. Evaluate the performance of your portfolio against certain metrics.
  4. Track your progress in relation to long-term goals.
  5. Stick to a “buy low-sell high” discipline.
  6. Participate in strong markets while cushioning loses in adverse markets.

As a personal investment firm, we look forward to working with you as your finacial advisor to help you develop your ultimate portfolio.

“We choose your investments based on your needs and objectives, rather than some cookie-cutter formula.”

Schedule a chat or call 570-885-6672 to speak with Sam to discuss your investment possibilities!

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