Active Regime Identification

Change is the One Constant

Ever wonder why the advisors, funds, and investment strategies that worked so well previously suddenly stop delivering the expected results?  In all likelihood, the market regime, i.e. the underlying economic, fundamental, and psychological environment, has sufficiently changed and rendered previous approaches no longer beneficial.  Any advisor can tell you what strategies and funds have done well in the past, but few understand the "how and why" they did well, much less, what approaches are most likely to succeed in a different and new environment.  As both students of finance and active practitioners, Gulfcrest brings a level of expertise to your portfolio management needs rarely available in traditional advisory relationships.