Portfolio Protection

One of the most important components of any portfolio is minimizing the effects of market volatility. There are several tactics that can be used to reduce market risk, including:

  • Stop Limits
    We employ “trailing stop limits” to help limit the amount of downside movement of a particular holding. Unlike a traditional stop order that is triggered at set price, a trailing stop limit dynamically updates the stop price of an order based on a user-defined percentage that “trails” or moves with changes in the market.
  • Equity Collars
    By collaring a position, we can reduce the downside risk of a stock position by protecting against wide market swings in either direction.
  • Put Options
    Buying a “put option” is similar to purchasing an insurance policy to fix a minimum price level. The put option is a contract that gives the holder the right to sell a certain quantity of an underlying security to the writer of the option at a specified price, up to a specified date.

While the above tactics and are important tools, we believe the most valuable tactic for protecting your portfolio is the personal attention we give to monitoring all of you holdings. Through our constant monitoring, we make sure you stay properly balanced in the different sectors. And throughout the monitoring and reallocation process, we always consider taxation and other government actions that can quickly erode your wealth if not properly managed. Lastly, should the need arise, we are available to advise you on protecting your wealth from litigation and other liabilities that can threaten your assets in the course of everyday life.


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