Risk Mitigation 

Risk mitigation is an important consideration when building a high-performing investment strategy. For long-term investors, we believe risk is best defined as the likelihood of realizing a loss. 

We address risk by:

• Employing a strict sell discipline in our Wisdom 20 process
• Offering a portfolio-level strategy intended to offset the impact of significant market declines

A common and significant risk for investors is selling near a market low and missing a recovery. History suggests that patient investors are rewarded. Our risk mitigation strategy, which is concise and transparent, is designed to navigate difficult markets and prevent an untimely realization of capital loss.

To provide for the safety and security of your assets, your account at Wisdom Investment Strategies is held and administered by Charles Schwab or a third party custodian of your choice.