Asset management approach

Developed by Pascoe Heath Austin Wealth Management Group as an overlay of traditional asset allocation.
Designed to mitigate losses in stock market declines, thereby allowing portfolios to recover more quickly from previous attained levels.
Measures the effects of factors rather than attempting to identify factors that possibly cause future stock market movement.
Identifies significant changes in stock market direction as either High Confidence (suggesting higher prices in the future) or Low Confidence (suggesting lower prices in the future).
Divides equity holdings in portfolios between being a Strategic position (held through any market cycle) and Tactical position (added or removed when EAMS moves from High Confidence to Low Confidence).
Uses Cash and cash equivalents as an integral asset class during times when stock market conditions are either vulnerable to sharp declines or when EAMS signal is in Low Confidence.
Rebalances portfolios regularly to maintain client’s proper risk balance of assets.