LEWELLYN FINANCIAL MANAGEMENT                                                     

Simple. Elegant. Wealth Management.                                

CONNECT

Address:

714 Cardley Ave
Medford, OR 97504-6124

Phone:

(541) 772-1380

Fax/Other:

(541) 772-0176

Active Management

Retirees often cannot afford to "buy and hold" in a basket of mutual funds, which often have high expense ratios and hidden fees, especially when taking withdrawals. Having discretion allows us to actively mange our clients assets, something most "advisors" cannot do. 

 

The timing model below shows how our active management strategy can, over time, outperform buy and hold. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Could you afford to retire and participate in yet another 40% market correction?

Disclosure:

  • Technical analysis is a method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volumes. Technical analysis attempts to predict a future stock price or direction based on market trends. The assumption is that the market follows discernible patterns and if these patterns can be identified then a prediction can be made. The risk is that markets may not always follow patterns.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck