Bringing Stability to Your Investment Experience

Step up to Higher Level of Investment Management

World Class Money Managers

We use the best managers available to provide Dynamic and Tactical Strategies to capture positive returns in bull markets, and protect capital in market corrections..the best of both worlds! 

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AVOIDING MARKET LOSS  is the key to a successful portfolio...

  • A bear market is defined by a decline of 20% or greater.

 

  • Since 1926, 16 bear markets have occured.

 

  • The average durration of a bear maket is approximately 1.5 years.

 

  • The average time spend making up for a bear market loss is approximately 5 years.

FACTS ABOUT BEAR MARKETS

As most investors are aware, markets move in defined cycles - bull and bear. When a market is bullish it is moving on an upward trend and the investment philosophy is simple - stay invested. But what is the investment philosophy when markets are bearish, or moving downward? Before you establish a philosophy you need to understand the facts about how bearish cycles work.

Bear Markets

  • During 2000 - 2010 if you were invested in the S&P 500 but were able to go 100% to cash during the last two market corrections you would have had a +172% return versus a -24% loss from a Buy and Hold strategy.

 

  • WCCM uses money managers who utilize a defensive investment approach to protect portfolios.

 

 

TACTICAL & DYNAMIC MANAGEMENT

THE PHILOSOPHY

There are generally two different philosophies on how to deal with downward bear markets. The first is to stay invested, or hold your positions, until markets recover, this is known as Buy and Hold. This doesn't provide any protection for the investor in a down market.

 

The second method is to use strategies that can provide defensive management and protect capital during market declines.  This is by far the best way to manage money.

 

West Coast Capital Management believes in using defensive money management. We believe that avoiding loss is the number one investment objective that will preserve and increase wealth. 

*S&P 500 Index is widely regarded as a gauge of the U.S. equities market. This index includes a representative sample of 500 companies in the leading industries of the U.S. economy. Although the S&P 500 Index focuses on the large‐cap segment of the market, with approximately 75% coverage of the U.S. equities, it is also a proxy for the total market. An investor cannot invest directly in an index.

 

West Coast Capital Management
1166 E Warner Rd #113

Gilbert AZ 85296

 

©2017 West Coast Capital Management   Privacy Policy   Contact

 

This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for information purposes, and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

West Coast Capital Management, LLC and its representatives are in compliance with the current filing requirements as required by those states in which West Coast Capital Management, LLC maintains clients. West Coast Capital Management, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of this website should not be construed by any consumer and/or prospective client as West Coast Capital Management, LLC solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Any subsequent, direct communication by West Coast Capital Management, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Strategy overviews are for descriptive purposes only and do not take into account your particular investment objectives, tolerance for risk, financial situation or needs. They are not suitable for all investors and this is not a solicitation or recommendation of any investment strategy. All investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. For a complete description of investment risks, fees and services, review the West Coast Capital Management firm brochure (ADV Part 2and WRAP brochure) which is available from your Investment Advisor Representative or by contacting West Coast Capital Management.

Investment Advisory Services are offered through West Coast Capital Management, LLC, a Registered Investment Advisor. 1166 E Warner Rd #113 Gilbert, AZ 85296 www.westcoastcapitalmanagement.com 888-540-2899.

 

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