Guidance for the big picture and finer details

Investment Philosophy

At Snowbirds Wealth Management, our goal is to generate long-term market beating investment returns for our clients while protecting them from any large losses. To accomplish our goal, we utilize an investment approach referred to as “active management” as opposed to a “buy and hold” approach. To aid us in this strategy, we employ a relative strength tool. Relative strength is a technique that compares the performance of an asset class or security against other asset classes or securities. Relative strength between asset classes gives us insight into money flow on a large scale and allows us to ignore subjective analysis, predictions and forecasts, or personal opinions. Our investment approach provides us with both a buy strategy to enable growth and a sell strategy to control risk. We feel strongly this is the optimum approach to build wealth over the long term.

Sophisticated wealth management