With a portfolio of many companies and indices, there are often many times every month to scale out of winning positions and scale into longer-term positions that are down at the moment.
With Active Management, you receive this type of attention. Your manager will build cash to protect portions of your portfolio when appropriate. The overall market should not have to reach new highs for you to realize continued growth.
As with all investing, Active Management does not guarantee results.
Bridges Capital LLC serves private clients. We also launched an ETF listed on the Nasdaq to obtain tax-efficiency and allow others to participate in the process. If you would like to learn more and participate in the active process of Bridges Capital LLC, please review our ETF page.