Investment Philosophy
The Importance of Minimizing Risk
Two major market declines since 2000 remind us to always respect investment risks. At Murray Street Capital Advisors, our primary focus is protecting your portfolio from significant downturns, ensuring steady growth over time. Every decline requires full recovery before moving forward, so our investment strategies are designed to minimize drawdowns, letting you spend more time growing wealth than recovering from losses.
Dynamic Strategies to Manage Market Conditions
Our tactical investment approach adapts to changing market conditions—whether the environment is favorable, balanced, or hostile. Each phase provides unique opportunities, and we adjust our strategies accordingly. By focusing on a balance of equities, fixed income, and alternative assets, we work toward delivering consistent returns, regardless of whether we're in a bull or bear market.
Tactical Asset Allocation: A Smarter Approach
We take an active investment management approach with Tactical Asset Allocation (TAA). This strategy dynamically adjusts your portfolio based on market conditions, aiming to reduce exposure to large market downturns while maximizing returns. Using a blend of low-cost, passive ETFs, we apply sophisticated momentum and risk management techniques to rebalance your portfolio monthly.
The Power of the Tactical Model
At Murray Street Capital Advisors, our proprietary Market Conditions Model identifies market conditions as either Favorable, Balanced, or Hostile. Based on the current state of the market, we select a basket of ETFs most likely to perform well while reducing risk. Our Tactical Model then applies advanced algorithms to select the best-performing funds and allocate them efficiently. The result is an investment process that avoids deep drawdowns and delivers strong returns over a full market cycle.
Active Management Designed for Results
Active management presents challenges, but our mechanical, systematic methodology helps investors avoid emotional decision-making, reduces investment risks, and improves long-term returns. Whether navigating bull or bear markets, we provide a structured process to make confident decisions and manage portfolios with precision.
Intelligent Portfolio Management
We improve results by continually evaluating and adjusting your portfolio. Our strategies reduce risk by selling underperforming assets before major declines occur, without attempting to "time" the market. Our process is focused on optimizing results through continuous monitoring, with no hidden fees or conflicts of interest.