Welcome to Dyad Active Portfolio Management

For many years, the traditional investment management approach has been to allocate funds into various asset classes based upon the investor’s age, objectives and risk tolerance.  This is used in strategic or passive investment management and is commonly known as modern portfolio theory.  Asset classes considered may include stocks, bonds, real estate, precious metals, cash, annuities and so forth.

David Evans Investment Advisor

The idea is that “no one can predict the future” and, hopefully, a downturn in one asset class wouldn’t be devastating to overall returns. You may have heard the phrase, “buy and hold”, which is often a strategy that is a part of this method.  And, the investment advisor monitors the investment, usually, on a quarterly basis.

This is the approach that has been employed by the majority of investment advisors and is the one that has led to devastating losses in most investment accounts.

We have entered into a protracted bearish phase of the overall stock market.  This began in 2000 and has given us periods of sharp decline and equally strong countertrend rallies.  The period we are currently in includes an element of deflation, which can reduce the prices in all asset classes.  Diversification may do little to moderate these losses.

To succeed in this market environment requires expertise in “active” not “passive” portfolio management.  Hence, the frontpage message which means “old methods do not equal new results.”

Kent Stewart Investment Advisor

The goal of this approach is to generate positive returns even when the overall market experiences a turndown.  To that end – we are “market neutral” meaning that positive returns do not depend on the market going up in any given year.

Dyad Active Portfolio Management is an active or tactical portfolio manager.  Through the use of market fundamentals and technical indicators – your funds are reviewed on a daily basis – not through quarterly or annual rebalancing.