Risk Management Investment Philosophy

At Haberl Wealth Management, we seek to capture the stock market’s good times and miss the bad times through diligent research and careful monitoring of your investment needs. This tactical investment approach resonates with clients who want to build a portfolio over time.

We believe it may be possible to know when conditions are favorable for making money and when they are not. We have adopted a risk management approach that varies greatly from the typical buy-and-hold strategies that make many investors nervous.

Unlike buy-and-hold, which promotes staying invested in the market at all times and theoretically achieving the same results as the market, we strive to recognize and respond to a variety of market conditions that exist at any given time. *We develop strategies intended to capture market trends based on relative strength and technical indicators. We also incorporate strategies that take advantage of shorter-term opportunities.

*Investing involves risk, including the potential loss of principal.  No investment strategy can guarantee a profit or protect against a loss in periods of declining values.


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