Important News: You can benefit from a sophisticated Tactical Portfolios management system that has matured over many years of careful development. This system proactively manages investment positions during volatile markets. It monitors hundreds of investment data points — including price, pressure, momentum and other proprietary metrics — and generates buy, sell, or hold information on specific positions. When actively managed these Tactical Portfolios can advance and protect investment assets in virtually any market. They can:
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Respond to potentially unfavorable market risks as they occur in real time.
Fine tune your portfolio positions to make them more flexible and adaptive.
Strive to improve overall performance and risk adjusted returns.
Provide specific answers on the use of capital.
Act like an early warning system - a sophisticated investment weather gauge - for monitoring your portfolio positions on a daily basis.
Advance the portfolio by entering into long positions in favorable environments.
Attempt to protect the portfolio by raising cash and reducing exposure to risk-identified assets in unfavorable environments.
Protect Your Money.
Avoid Costly Mistakes.
Equity markets have become increasingly volatile. Today, when you make money in good markets, and give it all back during corrections, you're losing precious ground. It's much better to be doing well on both offense and defense when it comes to investing. Unfortunately, many investment firms play a solid game on offense, yet can't perform defensively.
But when it's your money, you've got to play both ends of the field; you need both approaches for today's markets. This is the essence of the Tactical Portfolios program which has built-in features for uncertain markets and extreme volatility.
Remember March 2000 and October 2008? These market meltdowns were unforgettable. It took months and years for most investors to recover from their losses.
The future may require dramatic and sudden challenges that bear increased watchfulness and decision-making.
While there are no guarantees that you will avoid losses, our Tactical Portfolios have the safety features you may need in critical portfolio situations.
Enjoy Better Odds For The Long Term
Managing investment data and making good decisions has always required a deep understanding of risk, market exposure and the dynamics of portfolio construction. Until recent times, however,
investment advisors and money managers had to rely on tracking data to understand market trends and make subjective portfolio decisions. Today, more dynamic systems have evolved which allow portfolio managers to view highly complex data sets—including market trends and positions—in real time.
Make Your Life Simpler, Easier
By choosing our Tactical Portfolios, you'll put an experienced team on your side who actively look out for your interests through advanced computer modeling.
If you have more than $250,000 to invest and are concerned about the growth and preservation of your retirement money, please fill out this simple reply form. It is a complimentary assessment
based on a comprehensive modeling of potential events and how they might affect your current portfolio.
The allocation models in our Tactical Portfolios are not intended to represent investment advice that is appropriate for all investors. Each investor’s portfolio must be constructed based on the individual’s financial resources, investment goals, risk tolerance, investing time horizon, tax situation and other relevant factors. Please discuss with your financial advisor before implementing an investment plan. Asset allocation does not guarantee a profit or protection from losses in a declining market.
Securities offered through Securities America, Inc. — Member FINRA / SIPC. Advisory services offered through Dorion-Gray Financial Services, Inc. a Registered Investment Advisory Firm. Dorion-Gray Retirement Planning is a trade name of Dorion-Gray Financial Services, Inc. Dorion-Gray and Securities America are separate and independent entities. Securities licensed in: AZ, CA, CO, DC, FL, GA, IL, IN, IA, MA, MD, ME, MI, MN, MO, NE, NJ, NV, NM, NY, NC, OH, OR, PA, TN, TX, VA, WA, WI.
Investors should consider the investment objectives, risks, charges and expenses of the underlying funds that make up the model portfolios carefully before investing. Prospectuses or offering documents contain this and other important information about the fund. Please call your financial advisor to obtain the prospectuses of the current underlying funds. Prospectuses should be read carefully before investing.
Investments in mutual funds are not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Although money market funds seek to preserve their value at $1.00 per share, it is possible to lose money by investing in money market funds.