Pro-Active Approach

Clausen Capital Management is tactical in our investment philosophy. We take a pro-active approach to position our clients in the best performing funds within the best performing sectors when the markets are in our favor or protect our client assets when the markets are not in our favor.

We spend considerable time every day evaluating and measuring market risk. The objective is to understand the daily strength or weakness of both domestic and international equity and bond markets. From that information, we can determine if market risk is in our favor or not.

We use active asset allocation and participate in the markets during periods when the markets are rising. In fact, we will overweight portfolios in areas that are performing best in the market place and underweight those areas that are performing poorly. We will stand aside to preserve assets during periods of significant market decline.

 Daily, we evaluate a wide variety of domestic and international markets to provide ourselves an overall insight on market direction and performance. In addition, we evaluate each and every fund we hold in our portfolios. Based on our daily analysis as well as our market risk models, we will pro-actively make changes to address a changing market environment.  While we monitor our portfolios daily, we only make major portfolio changes about three times a year.