As a growing number of financial magazines, radio and television shows offer investment information, the financial world becomes increasingly more complex and confusing to the average investor. In these times, ensuring financial security for yourself, your family, and others who depend on you requires a substantial investment of time and effort--not just dollars.
We try to simplify your investment future by focusing on the things we can control such as your overall portfolio costs and more importantly, the maximum amount of risk we take on each position. We monitor each position in your portfolio daily - meaning we watch your account closely. Call us today for a free, no obligation portfolio review at (800) 449-9501.
About Me
- Pacific Financial Planners, LLC
- For a Free Portfolio Review, Call (800) 449-9501, United States
- Jerry Slusiewicz is a professional money manager who employs a defensive approach to investing. He recognizes that no one can consistently predict the future, but everyone can control their risk. To that end he uses stop losses on every position he invests in and has used stops for almost two decades. He uses technical and fundamental analysis on all security selection which helps him determine what and when to buy, but also helps set risk / reward parameters. He looks for a 3 : 1 reward to risk ratio which helps him predetermine where he will place his "stop loss" before entering a position. This helps him avoid taking big losses, which is why he has done so well over the last couple years of this bear market. He was 100% in cash going into Labor Day 2008. That is documented and has helped him grow his business through this tough environment. Only now are investors waking up to the benefits of using stop losses to protect their portfolios. Many times in client contact he uses sports metaphors. The best one in today's environment is that defense wins championships! That is also true when it comes to investing - because in the end it is not what you make, but rather what you keep.
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