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TriggerPoint Dynamic Opportunities

TriggerPoint Dynamic Opportunities

Salomon & Ludwin created the Dynamic Opportunities Strategy in order to deal with what “we believe” has become the “new normal” in the markets: which includes extreme volatility.

Recall what happened to the S&P 500. The S&P 500 dropped about 50% from high to low in 2000–2002 and then DROPPED 56% from high to low in 2007–2009. We saw the effect that these types of declines had on people’s lives and we felt compelled to create a strategy designed to help limit those kinds of losses.

Dynamic Opportunities is a proactive strategy with 3 levels of what we call “Circuit Breakers.” Simply defined, through the use of Economic Data and technical modeling, these circuit breakers help us to determine when to get out of any particular investment and allows us to govern how much should be invested in the markets at any given time. We know we can’t predict what the markets will do but we can certainly have a strategy in place that helps limit some of those deep systemic declines.

Simply put, if you don’t have to recover from deep declines in the value of your investments—just to get back to even—you could be one big step ahead of the game.

Read more about our patented TriggerPoint Strategy

DynamicOpportunities

TriggerPoint Strategy

TriggerPoint Strategy

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Salomon & Ludwin, LLC is a separate entity from WFAFN. CAR 0714-04700 Salomon & Ludwin, LLC and WFAFN do not provide tax or legal advice. Diversification does not guarantee profit nor protect against loss in declining markets. The TriggerPoint™ and Dynamic Opportunities portfolio strategies are implemented using WFAFN’s Fundamental Choice program. Fees for Fundamental Choice program include advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation were based on commissions. Please carefully review the WFAFN advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.