– Robert Kiyosaki
PanthRex Asset Management collaborates with third-party money manager and research firms to construct portfolios designed to meet our client investment needs.
Tactical versus Strategic
Strategic investing defined: the belief that the stock market is efficient and money managers are not able to outperform an investment benchmark index. This philosophy aims to maximize returns over a long period of time by keeping the allocation of the assets to a pre-determined ratio.
Active versus Passive
Passive investing defined: buying a broad cross section of the market with limited trading activity. The typical investment purchased include Exchange-Traded Funds (ETFs), Index Funds, and Unit Investment Trusts (UITs).
Some of the reasons clients use insurance-based solutions are their contractual guarantees, structured income solutions, tax-deferred gains, and asset protection.