HP Wealth Partners’ proprietary tactical allocation model and investment strategy have proven to be extremely effective tools for navigating stock and bond markets in a variety of economic cycles.

Dynamic Methodology: The model is ever changing, adjusting to evolving economic cycles, markets and clients’ investment objectives.

Tactical Investment Strategy: The strategy focuses on anticipating futures market trends rather than one that is based solely on historical data.

Contrarian Bias: Seeking to avoid the “follow the herd” psychology, the investment strategy calls for rebalancing portfolios to reduce exposure in overextended investment themes currently in vogue to preserve appreciation.

Transparency: In our investment strategy, transparency is an important component that allows clients to easily view and monitor all the assets and activity in their portfolio.

Liquidity: All client assets are liquid and can be readily converted to cash if needed.