Investment Strategy

The Lighthouse Wealth Management investment strategy is centered on following trends in the global market.  Our portfolios are dynamic, far reaching, and based on the current economic and political environment. The advantage to our proprietary investment management system design is to not anticipate market movements, but rather take action when trends are actually unfolding.  By identifying trends we look to be invested in rising market trends and prepared to sit out during downtrends. Our market and securities analysis includes studying the health of the overall markets, market breadth and a drill down into each holding or potential holding’s price relative to predetermined moving averages and benchmarks utilized. In addition, once our technical indicators have revealed a potential investment, we analyze fundamentals to gain an understanding of the factors behind the price movements.

We maintain strict trading disciplines to remove emotional and speculative decision making.  Additionally, by maintaining buying and selling points, we look to capture the risk adjusted market upside while minimizing losses.