Rocky Mountain Private Wealth Management utilizes a variety of actively-managed investment strategies to achieve absolute returns. Our portfolio managers focus on fundamental analysis and technical analysis when selecting the right investment strategy. A wide range of investment vehicles are used, including no-load mutual funds, low-load mutual funds and exchange-traded funds (ETFs). Such investment vehicles may have regional, domestic, international, and global exposure; we use these particular vehicles for diversification.
Our investment strategies are discretionary. It is the responsibility of the portfolio manager to allocate the underlying investments and take advantage of investment opportunities when they feel the risk-reward relationship appears favorable. No perfect investment strategy exists. What we do for our clients is monitor the amount of risk their investments are exposed to while trying to produce reasonable returns.