Highcroft Wealth Shield | Preserving Capital

Without Capital Preservation Your Dreams Can Become Nightmares

 

“Cut your losses quickly, without hesitation.”

— Jesse Livermore

 

“I never use valuation to time the market. I use liquidity considerations and technical analysis for timing. Valuation only tells me how far the market can go once a catalyst enters the picture to change the market direction. The catalyst is liquidity, and hopefully my technical analysis will pick it up.”

— Stanley Druckenmiller

“I spend 15 minutes a year on economic analysis.'“

— Peter Lynch

 

“My metric for everything I look at is the 200-day moving average of closing prices. I’ve seen too many things go to zero, stocks and commodities. The whole trick in investing is: How do I keep from losing everything? If you use the 200-day moving average rule, then you get out. You play defense, and you get out.'“

— Paul Tudor Jones

Wealth Appreciation and Capital Preservation

For 30 years Highcroft Investment Advisors has been an advocate for many disciplined investors who put a premium on capital preservation. It is relatively easy to find products and services that will grow your capital, it is rare to find that in combination with a capital preservation discipline.  Highcroft Wealth Shield is a rules-based discipline that helps investors protect and preserve capital during significant market disruptions, recessions, and bear markets.

We work side by side with your professional advisors and industry experts to serve as a key consultant, helping produce strategies that solve complex problems. This collaborative approach brings history, continuity, and creativity to wealth management. As the process continues we refine priorities and continue to present specific recommendations.

Our focus:

  • Capital Preservation | Highcroft Wealth Shield

  • Growth of Capital using Proven Disciplines

  • Financial Planning and Lifetime Income Strategies

  • 401(k) Consulting for Labor Unions and Corporations

LPL Financial enables Highcroft to independently select the products and services that address the needs of our clients. We offer access to the resources of a leading financial organization and the independence to work towards meeting the clients’ needs through our focused, customized, and relationship-based services.

1-05255723