Do you like to win? So do we. Successful investing is about compounding positive results across the long-term and solid risk management, to smooth over the bumps on the road. Sounds simple. It's not. Sometimes, the best decisions are so counter-intuitive that it takes every ounce of fortitude and intelligence to make the smart choice. So you need an expert you can trust to make decisions and bounce ideas off of. That's where we at Grizzly Peak come in. We stay Zen. We relieve you from the stress of having to worry about it. You get to live a life full of meaning and purpose. Be set free.
Even though it would be nice if they did, markets don't always go up. Sometimes they go down, and sometimes they go down so far that they don't come back. The old Kool-Aid mantra of buy and hold can potentially wipe out investor returns in the modern era. Why?
A few key factors have changed the velocity and amplitude of how capital markets function. Advances in technology have yielded a decrease of information asymmetry and an increase of market accessibility. News travels faster than ever and the ability to act on that news from around the world is much simpler than before. There is also higher intervention/manipulation by central banks. These result in abnormalities and even asymmetric shocks that can put serious pressure on long-term investor strategies. So what's the solution?
There are different tools available, such as long/short strategies, and risk controls that can be placed on long-only portfolios. We use these techniques, which are typically used by hedge funds, but without the lock-up period or redemption issues. The objective is to get good exposures out there, but dampen risk and portfolio volatility, for better potential returns.
The Grizzly Peak platform is geared to grow assets, just as it should be. Your portfolio performance will benefit from robust improvements in top line selection and risk management while maximizing returns through to the bottom line through our efficient structure. The costs of doing business are incentivized for performance.
Unlike a financial advisor who is a broker who gets paid commissions for transactions and most likely also trailers from mutual funds, as a fee-only Registered Investment Advisory we want to keep transaction costs as low as possible so your assets increase as quickly as prudently possible. We only get paid a fee based on the assets under management and the annual performance.
We have relationships with TD Ameritrade Institutional and Interactive Brokers to custody your assets and perform the brokerage activities. You get access to premium investment choices, real-time reporting, and delivering solid support for all of the administrative aspects of investing. Using a custodian let's us focus our time on portfolio performance. The objective is to become extraordinary.
Grizzly Peak clients are smart, entrepreneurial, people with a vision. That's why we enjoy working with them so much. They are inundated with information at work, through out the day, and at home. Sometimes when you are so busy it's difficult to filter out the noise and make the best decision. That's where we come in.
We take the burden of worrying about investments off of them and are a springboard for brainstorming ideas. We give them time to focus on what they are the best at, knowing that we are diligently looking out for them and their families.
With an extensive background in long / short trading across asset classes and global markets we have a rich understanding of the interrelationships between events, economies, and policies. Whether it's the latest Fed action, world occurrence, or legislative issue, our clients benefit from having someone on the front lines filtering the actionable intelligence from the news. We happily discuss life's decisions and are available as a resource, for today and a happy future.
At Grizzly Peak we chose to build our model based on the fiduciary standard and are a registered investment advisor. This is considered to be the top level of customer care available and puts us in an elite group of fiduciaries that are required to act in your best interest and avoid conflicts of interest. We are structured to do the best for you.
At Grizzly Peak we listen to you. Learn about your hopes, dreams, and challenges. We'll do a Portfolio Review. Look across all your investments and drill into the myriad of antiquated mutual funds that you, like many other people, may still have. Then we think. You'll learn if what you are trying to do is in harmony with what you have. Are returns maximized? Are you taking too much risk? What about the commissions and fees you're getting charged by your current financial advisor? Discover excellence.
We'll create a smart portfolio strategy that takes into account your cash flow now and in the future. You'll benefit from the advantages that are typically used by big institutional investors enjoy. Signing up is very simple and usually only takes just a short time to complete electronically, to open up an account with us and the custodian either TD Ameritrade Institutional or Interactive Brokers, where your account will be held. We'll get the assets moved and begin pruning and building out the portfolio.
Now you can sit back and relax. Imagine all the great experiences you can have with the time you save not worrying about your investments. That's what we do. We'll stay proactive and constantly monitor your portfolio, so you don't have to. Of course you can call us anytime regarding anything that comes to mind. Need advice or someone to brainstorm with, give us a call or send an email. We love the exchange of ideas! But most importantly, go enjoy the good life.
Your portfolio stays with either TD Ameritrade Institutional or Interactive Brokers. This strips out the conflict of interest that many financial advisors have, namely they work for the place holding your money. Using these top, established, low-cost brokerage custodians, that Grizzly Peak has an institutional relationship with, gives you easy online access, including real-time access via your smartphone, and solid support.