Matt's Investment Philosophy

Matt Chancey, CFP believes that every client deserves a customized portfolio specifically designed for their unique investment goals. As part of my investment approach I work with two amazing systems that are designed to protect and grow your assets according to your wishes and risk tolerance.

Method #1: FormulaFolios

FormulaFolios are privately managed investment accounts powered by multi-factor quantitative investment strategies. By using a rules-based, process driven model, emotions are removed from the investment process, thus increasing the statistical probability of success. FormulaFolios are comprised of individual equities, exchange traded funds, mutual funds and cash equivalents.

FormulaFolios are custom tailored for each individual client using their unique financial goals. Our proprietary asset allocation algorithm takes into account each client's Risk Profile, Investment Objectives, and Tax Qualification of their investments. The algorithm then automatically optimizes the ideal blend of 7 unique investment strategies to create a Custom FormulaFolio Asset Allocation.

FormulaFolio Investments' proprietary systematic mechanical approach to selecting positions is designed to only select positions with an above average probability of returns based on both fundamental and technical indicators. No outside leverage or short selling is used. The principle objective of the portfolio is to reduce equity market risk and increase portfolio returns.

The result is a portfolio that allows investors to confidently enjoy life knowing their investments are always being monitored to provide a perfect balance of return, risk management, and tax management.

Method #2: AssetLock

AssetLock is designed to help protect your gains, so you can help protect your future. AssetLock is proprietary software that monitors portfolios on a daily basis. Think of it as pre-determined downside that adjusts every day, and will automatically notify investors when portfolio's should be liquidated to cash if you LOSE more than your pre-determined downside tolerance allows.

AssetLock is like having a digital advisor monitoring your account around the clock, ready to pull the plug if you start losing more than your will to. See the video below, or call Matt for details about how AssetLock can start protecting your accounts today.

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