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Adaptive Asset Management: An Overview

WEGENER, LLCís Adaptive Asset Management approach gives you the opportunity to position your portfolio for growth even during turbulent market environments. This is accomplished by adapting your asset allocation to the market environment as it changes.

Our approach enables you to confidently work towards your financial goals, whether it is saving for your child's college education, saving for your own retirement or ensuring your assets endure throughout your retirement.

Below is an overview of the approach. Click on any heading for more details on that topic.

For a complete in depth look at WEGENER, LLCís Adaptive Asset Management please click the Approach button.

Who Is This Approach For?

The Strategy: Adapting To The Market Environment

How Does Our Approach Compare?

Asset Allocation Strategies*
Approach What does it mean? Strength(s) Weakness(es)
(Recent Periods of Poor Performance**)
Our Strategy:

Adaptive Asset Management
Allocates assets based on market conditions. Maximizes investment during strong stock markets.

Protects investment during weak stock markets.
Dependent on portfolio manager's ability.
100% Stock Allocation
(Buy and Hold)
Buys and holds only stocks Uses the asset class with the highest historical return. Suffers when the Stock Market goes through prolonged periods of poor returns.

(Early 2000s. 1966-1982.)
Strategic Asset Allocation
Uses fixed allocation of assets (e.g., stocks, bonds, etc.) Simple to implement

Limits potential losses.
Does not maximize investment during strong stock markets.

Reduces potential return.

(1995-2000. Varies based on stock allocation.)
Ad Hoc Asset Allocation Allocates assets based on gut feeling. Flexible. Tends to follow fads.

Dependent on portfolio manger's ability.

(Varies by manager.)
Tactical Asset Allocation Deviates slightly from a benchmark asset allocation based on market conditions. Attempts to adapt to market conditions. Still does not maximize investment during strong stock markets

Does not protect assets during weak stock markets.

(Varies by manager.)

* The descriptions below are simply summaries of such investment strategies and are not intended to reflect the precise strategy of any particular manager or fund.

** The periods of poor performance are based on an analysis, dating back to 1966, of each approach's magnitude of losses and duration of poor relative performance compared to broad-based stock market indexes (e.g., S&P 500) or cash.

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