Belpointe’s tactical programs help address an urgent need for many investors that need equity and market exposure but can’t afford the risk of a bear market.
Some may be approaching retirement or just missed the last 8 year bull market and are afraid to step in.
The second challenge is that unlike previous cycles where stock market downturns were buffeted by diversification, the next bear market may see both stocks and bonds retreating at the same time. With interest rates near historic lows, traditionally low correlated assets may not provide the protection they have in the past.
Investors can use tactical strategies employing quantitative triggers to exit asset classes entering an unfavorable trend or even worse a bear market.
Belpointe’s BullFinder Diversified, Growth, Growth Plus, University and Fixed help meet the needs of investors needing some measure of drawdown protection.