"If you're an investor who bought and held the whole way, you have very little to show for it over the past 10 years," says Brad Sharp, VP and Director of Client Services for Braver Wealth Management. As a result, Advisors have found that investors, burned by several years of volatility, demand a more active approach. "They want to see someone taking action in the portfolio," says David D'Amico, Braver's President.
But how can advisors efficiently manage a more active trading discipline demanded of tactical strategies? Low-cost tax deferral is one answer.
Learn how low-cost tax deferral and the broad fund choices across asset classes available in Monument Advisor help Braver execute their renowned Braver Tactical High Yield Program, among others. Download the Case Study now.