Eisert Wealth Management
Our Investment Strategy
The investment strategy used at Eisert Wealth Management has been over thirty years in the making and comes from the understanding that most investors, be they individuals or institutions, need the exposure and high return potential of stock market investments. At the same time, every investor worth his salt is risk adverse. In fact, argueably the greatest investor of this century, Warren Buffet has three rules of investing. 1. Never lose money. 2. Never lose money. 3. Never forget the first two rules.
Mr. Buffett has a colorful way of spinning his folksy wisdom, but it is true in our experience that great investors think this way. Terry witnessed this tendency in the cigar-chomping depression traders of his youth and learned it from his departed grandmother, who tripled her nest egg after her ninetieth birthday
In this investment strategy, Terry starts with a very old and large mutual fund which has proven itself through market highs and lows and represents a cross-section of the U.S. economy. To this discipline, the Eisert firm adds an extra layer of management with the objective of further reducing volatility and improving investment return. This strategy uses technical analysis and may at times go to 100% cash Terry feels this strategy works best when capital gains can be controlled, such as in a retirement plan or variable annuity.