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The TactiFull™ Investment Strategy
An unemotional approach to investment management
Have you ever noticed how our emotions seem to evolve and intensify as we journey through life? Scientific studies have shown that as we grow older, our emotional experiences tend to become richer and more complex.
However, emotions and decision-making have a very complicated relationship. In the realm of decision-making, emotions can be both a powerful ally and a formidable adversary. While they add depth and color to our lives, they can also cloud our judgment and lead us astray.
The LakePointe Advisors Tactifull™ Investment Strategy removes emotion from the investment decision-making process and replaces it with a careful analysis of data to pursue two investment objectives: Provide attractive long-term total return and Limit volatility and downside risk.
The overall asset allocation of the Tactifull™ Investment Strategy is tactical, not fixed. In our opinion, in a world that demands quick decision-making and adaptability, being tactical is not just an advantage, it's a necessity. Therefore, a passive buy and hold strategy is not used. Exposure to the stock market can and does change over time, reallocating the Strategy in response to trend changes in the U.S. and global investment markets.
The Tactifull™ Investment Strategy utilizes a disciplined, unemotional investment process to carefully analyze data to identify and participate in stock market uptrends to produce attractive, risk-adjusted returns over a full market cycle. The Strategy also attempts to identify and avoid market downtrends potentially causing large, unrecoverable losses.
Think of long-term investing like setting out to sail across the ocean. Occasionally, you'll run into a storm during the journey. Most investors are advised to weather the storm or ride it out and hope for the best. At LakePointe Advisors, we choose to go around the storm not through it. You never know how bad it can get and sometimes storms cause shipwrecks. We map out alternate paths and change course when necessary.
At LakePointe Advisors, we believe that our clients deserve better advice than just ride it out or weather the storm during volatile markets.
Your Investment
Annual, Asset Based Fee
Assets Under Management between $250,000-$1,000,000 = 0.90%
Assets Under Management Over $1,000,000 = 0.75%
Important Notes:
Investment advisory fees are billed quarterly in advance. The above fee does not include advisory fees associated with sub-advisors, platform fees and the expenses of the individual holdings if applicable.
Our clients’ assets are held at Pershing LLC, one of the world’s largest third-party independent custodians. We do not take possession of your money.