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.