The ebb and flow of the financial markets is something that investors simply can’t control, and neither can we. However, the process used to address market fluctuations is something we can control, which can greatly impact one’s quality of life leading up to, or even throughout retirement. Therefore, our investment team reviews, monitors, and adjusts each strategy if needed on a weekly basis to mitigate risk, but also works to profit from potential opportunities across the broad global market. Our team is focused on adapting to changing risk levels, and you can be confident that your investments will do the same; as potentially negative market risk increases, our team has the ability to shift your investments to positions that are less exposed to that risk, helping you to protect what you’ve worked so hard for. Conversely, as potentially negative market risk subsides, the team can reposition your investment to profit from positive market activities, based on your tolerance to risk.

Our team is committed to being proactive; we are experts in addressing potential issues in the financial markets before they can significantly impact your investment, which will help you to feel more secure, and also allow you to focus on the things that matter most. Our team has overseen investments like yours through some of the largest market declines over the past 25 years, and they have the experience and knowledge to navigate the ever-changing landscape of the global financial markets.

Our number one priority is to protect the investment you’ve entrusted us with, but also, work to grow it in a prudent manner through a well-defined process, always weighing risk versus reward. Our goal is to allow you to achieve the retirement lifestyle you’ve imagined and planned for. As a result, we offer investment strategies that provide you access to your investments when you need them, alleviating the concern of committing to a long-term agreement that might keep you up at night.


Note:  The investment team’s process applies to strategies managed directly by Weatherstone Capital Management. For those portfolios that are sub-advised (managed or co-managed by another money management firm), the frequency by which risk is evaluated, the tools and techniques used, and overall measures taken may vary. Be sure to speak with one of our team members or with your financial advisor regarding the differences of direct versus sub-advised strategies.

What We Believe