A Tactical Approach to Protect and Grow Your Wealth

At Murray Street Capital Advisors, we believe investment success requires more than simply following the market. Our philosophy is grounded in protecting your wealth during market downturns and growing it during uptrends. We achieve this with a disciplined, tactical approach that prioritizes both risk management and opportunity.

A Tactical, Flexible Investment Approach

Beyond Buy and Hold
Traditional strategies often suggest “buy and hold” through all market conditions. While this approach works in theory, it can expose portfolios to unnecessary risks during downturns.

We do things differently:

• Dynamic Adjustments: We adjust between 100% equity and 100% cash based on market conditions.

• Proactive Decision-Making: Allocations are based on forward-looking analysis to minimize risk and capture opportunities.

Prioritizing Downside Protection
Avoiding large losses is critical for preserving wealth and accelerating recovery after downturns. By minimizing drawdowns, we help ensure your portfolio remains on track toward your long-term financial goals.

Structured Strategies for Every Investor

Our disciplined approach is designed to benefit a broad range of clients through structured portfolio strategies:

Taxable Accounts

• 50% Dividend Stocks: High-quality, dividend-paying stocks provide stability and steady income.

• 50% Tactical Allocation: A flexible portion that adjusts to market conditions while considering tax implications.

Tax-Deferred Accounts

• Managed with 100% tactical flexibility, allowing us to reallocate entirely to cash or equity depending on market conditions. This ensures a focus on maximizing growth and minimizing risk.

Transparency and Accountability

As an independent, fiduciary firm, we are committed to transparency. You’ll always know how your investments are being managed and why decisions are made. Our fee structure aligns our success with yours, ensuring every action is taken with your goals in mind.

The Murray Street investment philosophy is simple: Protect when necessary. Grow when possible. Adapt always. With our disciplined, tactical approach, we help you navigate today’s markets confidently while staying focused on your financial future.