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Craig Brockie
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A Beverly Hills contrarian investment advisor providing wealth management services.
My company:
Contrarian Advisors
My blog:
Contrarian Investing News
  • Top Beverly Hills Investment Advisor: The Best Wealth Management Strategies For Financial Advisors And Clients 0 comments
    Jul 3, 2013 9:28 PM

    Top Beverly Hills Investment Advisor Shares the Best Wealth Management Strategies For Financial Advisors and Clients

    Since the turn of the millennium, the investment game has changed--dramatically. Long gone are the days of a "buy and hold" strategy having any semblance of success. The chart below of the S&P 500 index over the past 20 years makes this point blatantly clear.

    (click to enlarge)Top Beverly Hills investment advisor shares the best wealth management strategies for financial advisors

    If you note where we are right now in this pattern, you have good reason to be concerned. While most financial advisors and their clients were caught off guard in 2008, there was no good excuse for that nor will there be any legitimate excuse for being unprepared for the upcoming bear market. 2008 was a very successful year for

    An effective wealth management strategy must look beyond the standard dogma of a balanced portfolio of diversified assets. In the last two bear markets, whether an investor was exposed to equities or bonds, they suffered substantial losses.

    Beverly Hills is home to a high concentration of financially successful individuals and families, yet even these investors have had challenges preserving their wealth in recent years.

    One thing is for certain, looking to the media or one of the thousands of conventional investment advisors for guidance in today's precarious investment market can be hazardous.

    In order to consistently protect and grow wealth and truly buy low and sell high, one must have a contrarian mindset and model the successful actions of the world's most consistent investment performers.

    Contrarian advisors can offer the best service to Beverly Hills investors looking for top financial advice and wealth management.

    Visit our web site today to get your free report, "How to Protect and Grow Your Money Despite Any Global Crisis."

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