Investment Strategy

Managing Risk to Your Advantage

Home » Why CWA? » Investment Strategy

Investment Strategy

We’ve all heard these cliché investment strategy phrases: “think long-term,” “dollar-cost-averaging,” “ride out the storm.” We believe, however, that the “buy, hold & hope” strategy doesn’t work for most investors. Especially in a market like we’ve seen in the last decade, this mindset just doesn’t cut it. There is a time for offense and a time for defense. Sometimes managing your risk can be more beneficial than just focusing on making money.

Our Five-Step Investment Process to “Participate and Preserve”:

  1. Choose from the broad asset classes.
  2. Pick the way to invest in each asset class using non-proprietary investment vehicles.
  3. Utilize a collection of technical analyses to create a defensive model with an offensive strategy.
  4. Have a sell strategy on every position.
  5. Don’t try to buy at the bottom or sell at the top.

Ultimately, we employ a global tactical total return strategy that seeks to participate in advancing markets and help preserve in sideways to negative markets.


Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Please consult a financial advisor before implementing any investment strategy.


Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Creative Wealth Associates is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC     Privacy Notice