Ten years ago the world was still in shock over the 2008 global financial crisis. Earlier in the decade, the financial markets experienced turbulence as a result of the bursting of the technology bubble (2000-2002), the 9/11 attacks on the World Trade Center, and the corporate accounting scandals (2001-2003).
As a result, US equities experienced a “lost decade” in the form of returns from 2000-2009.
We’re not all about doom and gloom, but sometimes when the market goes on a ten-year roll it becomes easier to put risk management on the back burner.
At Anchor Pacific our investment philosophy is centred on risk management. It’s important to protect your capital AND invest for solid returns.
Enhanced Diversification
We do this through enhanced diversification. This means we don’t put all of our clients’ investments into the stock market. Typically, larger institutional funds, like the Canada Pension Plan, also invest in other asset classes that reduce overall risk.
At Anchor Pacific we specialize in using those strategies for high net worth individuals and families. The goal is to lower risk while earning steady returns that can be reinvested to increase your capital or used for budget needs.
Many institutions like Yale University have used the enhanced diversification approach to fund operations while maintaining their endowment capital.
Making it Work For You
We invite you to take ten minutes and meet with Jon Eaton to find out how this approach can work for. Contact us at 604-336-9080 or jon@anchorpacificgroup.com. If after the first ten minutes of the meeting, you’re not interested, just let Jon know and he’ll wrap it up.
We’re pretty sure there will be a day or two in the next ten years that you’ll be happy to have a risk management strategy in place.
