Highcroft Wealth Shield Inquiry

What are your primary concerns?

Highcroft Wealth Shield –Highcroft Investments Advisor’s Wealth Shield program is a discipline that has capital preservation as its’ primary objective.  Using a rules-based discipline the program exits investments that have broken into a bear trend, shifting those investments into alternatives that are in a bull trend or into a defensive position (cash and U.S. Government bonds).   The discipline helps to limit losses or lock in gains, helping to prevent precipitous declines, and can result in a clients’ account holding 100% cash at certain points. 

We believe that investment management should comprise a plan for growth of assets as well as preservation of assets.  Wealth Shield acts as a brake when investments and markets generate downward momentum.  The rules-based system is designed to help preserve capital and help avoid investments that are in a bear trend. 

Highcroft Wealth Shield Availability - The Highcroft Wealth Shield program is only available in Strategic Asset Management (SAM) accounts managed on a full discretion basis in the Highcroft Investment Advisors, the program is not applied to other SAM accounts or to any brokerage or 401k accounts.

Some of the statements may be regarded as forward-looking statements. Forward-looking statements are, by their nature, subject to uncertainty.  Forward-looking statements may include assumptions relating to future investment and economic scenarios.  When used herein, the words “anticipate”, “believe”, “could”, “estimate”, “expect”, “going forward”, “intend”, “may”, “ought to”, “plan”, “project”, “seek”, “should”, “will”, “would” and similar expressions are intended to identify forward-looking statements. These forward-looking statements reflect an opinion relating to future events and are not a guarantee of future performance or developments. Reliance on any forward-looking statements involves known and unknown risks and uncertainties. Actual results and events may differ materially from information contained in the forward-looking statements as a result of a number of factors.   Accordingly, you should be prudent with your reliance on any forward-looking information or statements.

Investing involves risks including possible loss of principal.  Past performance does not guarantee future results.  Any investment or investment strategy outlined herein are not suitable for all investors, readers should conduct their own review and exercise judgment prior to investing.  Wherever there is the potential for profit there is also the possibility of loss.  No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.  International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.  The fast price swings in commodities and currencies can result in significant volatility within an investor's holdings.