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Our Investment Philosophy

At Petix & Botte Financial, we take a tactical approach to asset management in today’s complex global marketplace.

For years the "buy and hold" method of investing was the rule of thumb for many investors and their advisors. However, an increasingly global economy and dramatic fluctuations in world markets has underscored the vulnerability of most portfolios during down market cycles. Many investors approaching retirement simply don't have time to wait for their assets to recover from losses. If portfolio values continue to decline at a time when you are actively withdrawing assets to pay for your living expenses in retirement, this can potentially derail your retirement plans or place you at risk for outliving your retirement income.

Through our tactical approach to asset allocation and investment planning, we seek to help ensure:

  • Your income needs are met over time
  • Risk is managed in line with your goals and time horizon
  • Your portfolio is optimized to generate growth and outpace inflation

We work with you to help create an investment portfolio customized to address your short-and long-term income needs and personal aspirations, utilizing a broad range of investment managers and strategies to help you pursue your goals.

Our strategies seek to capture growth when the market is rising and help protect capital when the market is falling.

  • We strive for a deep understanding of the fundamental aspects of the economy, markets and instruments in which we invest.
  • Using technical analysis, we monitor metrics such as price, momentum and volume - which help to reveal entry and exit points.
  • Based on these tools, we employ a strict buy and sell discipline.
  • We closely monitor each portfolio and seek to adjust your allocation mix as the market cycle evolves.
  • By monitoring market trends and adjusting your allocation accordingly, we can more effectively manage risk as a result of market volatility.

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.