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TriggerPoint

TriggerPoint™

Diversified. Unemotional. Methodical. Deliberate. Systematic.

We believe Wall Street has been attempting to sell investors on what history has proven is impossible: The ability to predict the future.

Instead, at Salomon & Ludwin we strive to provide financial and investment advice focused on what we do know:

Where the markets are today, where they have come from and each client’s individualized objectives and required income from their investments.

With the power of this knowledge along with a buy lower/ sell higher strategy, we created a proprietary software program to implement our patented
TriggerPoint™ Portfolio Strategy.

The patented TriggerPoint Logic is the foundation for three distinct portfolios: Growth. Income. Dynamic Opportunities.

The objectives of the TriggerPoint™ Strategy are based on what we feel is Common Sense and Logic:

  • Markets don’t go up forever, and they don’t go down forever.
  • Steadily and methodically, our pre-determined sell higher triggers attempt to capture a portion of the profits as segments of the stock market appreciate.
  • The more a market goes up, without a healthy correction along the way, the more profit we seek to take off the table.
  • Set aside some of those available profits in order to systematically add to positions on weakness as markets decline (buy lower).

When capturing a portion of profits from markets that appreciate, we may periodically take some of those profits and move them into fixed income investments – instead of placing them back into the stock markets. This movement strives to gradually transition your portfolio to become more conservative when you may need it most: as you age and your need for income increases.

View our videos below for conversations with Dalal and Dan discussing not only our proprietary TriggerPoint™ portfolio strategies but also an array of related investment planning topics and more in-depth information on the strategy.

TriggerPoint Strategy – Dalal and Dan

TriggerPoint™ Strategy – In-depth Explanation

View Videos About Our Planning Process

View Videos About Our Investment Strategies

 

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.