About Risk Control

Risk exists with every activity of our lives, from driving to eating, and it exists with investments.  In whatever we do, the question that we should ask is whether the potential reward outweighs the potential risk.  To assist our clients, MarketCycle Wealth Management practices risk control via the following methods:

  • We utilize a proprietary method of protecting assets during economic recessions and high risk periods; normal market noise is ignored.  We follow our system with complete fidelity.
  • Most assets are held for the longer term.  This also reduces the volatility in the portfolio and increases gains while dramatically reducing taxes.
  • All portfolios are globally diversified into the strongest assets.
  • All client money is held by a reputable third party:  Interactive Brokers.  Clients have 24 hour Internet access into their account.  Interactive Brokers maintains SIPC insurance on every account.  They deal directly with you with regard to all paperwork and quarterly, yearly and year end tax reporting (which is easily downloaded from the Interactive Brokers website).  Money is never commingled with other client’s money… all accounts are separately held and managed.

 

Most importantly, we have a the majority of our own money invested in MarketCycle portfolios (our personal trades are never taken in advance of our clients).  We put our money where our mouth is; we walk our talk.  If you lose, we lose, so conditions are watched very carefully.

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MarketCycle Wealth Management | Stephen Aust
MarketCycle Wealth Management, LLC is a Registered Investment Advisor. Information presented is for educational purposes only, is not considered an individualized recommendation or personalized investment advice, may not be suitable for everyone and does not intend to make an offer or solicitation for the sale or purchase of any securities. All investments involve risk and unless otherwise stated, are not guaranteed. Past performance or performance charts are not a guarantee of future performance. Portfolio performance charts are shown net of fees so the management fee, brokerage fees, trading fees and ETF fees have already been subtracted. Current performance may be higher or lower than that shown and differing accounts may show different results. Investment returns and principal value in client accounts will fluctuate. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Be sure to consult with a tax professional before implementing any investment strategy.