Tandem offers two different techniques to help achieve clients' investment needs and objectives.
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Investment Services : Elite Wealth Strategies - About the Program
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Tandem Investment Program
Tandem Investment Program is a proprietary program developed exclusively for Union Securities' clients. Managed by CastleMoore Inc. (CastleMoore) in a discretionary manner, Tandem offers two different techniques to help achieve clients' investment needs and objectives.
Active Approach is based on CastleMoore's proprietary "Buy, Hold, and knowing when to Sell" principle. Client portfolios are actively managed, staying invested in those parts of the economy that are in uptrends and avoiding those parts that are in downtrends. With this discipline, active management can reduce unnecessary losses that are typically associated with large market fluctuations.
Traditional Approach is based on the "Buy and Hold" principle for the longer term. This concept is based on Modern Portfolio Theory (MPT), which tries to maximize return and minimize risk by carefully choosing different allocations to assets - otherwise known as Asset Diversification.
Style selection. Your Investment Advisor will assist you in determining which style is most suited for achieving your long-term objectives. Client portfolios can be either 100% invested utilizing the Active, 100% Traditional or a combination of both styles. With guidance from your Investment Advisor, you may alter the allocation to these two styles at any time during the investment horizon.
CastleMoore manages clients' investments through a methodical and disciplined set of systems that remove individual bias and emotion from the investment process. Relying heavily on strict loss-avoidance techniques, based on both supply and demand analysis and the traditional approach, CastleMoore works to achieve long term portfolio growth.
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