Why the Stop Loss Portfolio?
Remember the bear market of ’07 – ’09, when some investors lost between 20 to 40% of their account values? During a market correction, many investors don’t sell their equities soon enough and often wait too long to reinvest into equities as the market recovers. Now there’s a way you can help avoid this from happening to your clients again.
The portfolios were built to help investors in the following ways:
- Achieve full diversification across all U.S. equity sectors
- Remove the emotions from investing
- Limit downside risk
- Participate during a market recovery
Stop Loss Portfolio Sales Kit that includes:
- Stop Loss Portfolio Agent Guide
- Consumer Whitepaper: 6 Simple Rules to Choosing an Investment Advisor
- Consumer Direct Mail Marketing Pieces
- Virtue Capital Management company brochure
Complete the form to access your download or call 844-618-2586 to speak with someone now.