Serivces::Investment Strategies

Here at Reliance, we have been ACTIVELY managing the money for other since 1986. We believe a strong correlation exists between the behavior of investments and changes in the U.S. Economy.

In our opinion, investment performance can be improved with portfolio adjustments consistent with changes in the economic climate. For example, simple portfolio adjustments made when the financial headlines begin to suggest a U.S. economic recession looms would have resulted in better performance

This said, we considered ourselves as Long-Term Traders, as opposed to being Long-Term Investors

Here is why.

We believe a strong correlation exists between the behavior of investments and significant shift (i.e., recession) in the U.S. economy. Evidence shows that the old "buy & hold" approach, which is most used by Long-Term investors, is not effective investing style in today's volatile investment markets. Simply put, we are confident that changes need to be made when changes make sense.

It is important to understand that by no means do we promote being a Short-Term Trader, which generates numerous transactions, builds costs, and increases taxes.