Investing

Published on May 23rd, 2014 | by Leonard Jackson

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Butler, Lanz & Wagler Adds “All-Weather” Approach to Asset Management

My friends at Butler, Lanz and Wagner are now offering an interesting “All-Weather” approach to asset management that provides some additional investment options through more active management using strategies only available in the past to larger hedge fund managers.

Almost anyone actively involved with the markets today expects a bumpy road for the next few years and a boom-bust marketplace that should keep money managers on their toes. This is not good news to the old standard “buy and hold” programs that have long been the majority choice of asset management. The biggest problem in this environment is that the recapture of losses sustained in the “bust” periods is usually the primary hindrance to growth over the long haul. There is always pressure to seek a higher return with less capital just to replace the drawdown from the last “bust.”

The features of the All-Weather approach include extreme diversification, the ability to have a long/short position, market timing and active trading. These were considered only for the big guys at one time. But today with the careful selection of assets and their customary attention given to risk-adjusted returns BLW is offering a great alternative to asset management that is flexible and non-correlated enough to withstand the outside distractions that continue to grow.

This is an excellent answer to navigate through a marketplace which has been over-served by the Federal Reserve Bank and all things political. To make sense out of the constant “tweeking” and jawboning” that is an every-day occurrence at the Fed to affect the market for reasons other than purely economic this is a full-time job.

Economic cycles are real and they matter. Every asset you own should be evaluated with some pattern of regularity if, for no other reason, to see if it’s still an asset. A professional analysis with sound economic solutions is not something everyone is capable of accomplishing. This is not about picking this year’s leading fund managers or the latest hot stocks or commodities, this is sound economic reasoning and is much more than this writer can cover on this blog in this space.

It would be a good idea to go to “investontrack.com” and download the full report by Chris Butler. I would advise printing it and spending some time reading it over (maybe twice). Then call the guys at Butler, Lanz & Wagler at (913) 696-1919 and set up a free one hour consultation. Even if you aren’t ready to make a change yet, the education will be good for you.


About the Author

Leonard Jackson

As I prepare my “reentry” into the e-world of blogging, I am advised that I should provide my prospective audience with a brief biographical résumé covering my life’s work and future aspirations so that I, and my work, can be properly categorized and thus judged in the proper venue.
Since I will be joining a new group in just a few short months, it came to my attention that for a quick summary I can cover my life span in 20 year segments that pretty well sum up the route that I took to get to where I am today.
In December, the Lord willing, I will become a member of that esteemed group known as Octogenarians. . Now that may be a disturbing, even scary, pigeonhole for some folks to find themselves assigned to, but I’m beginning to realize some real benefits from being maturity advantaged.
The first 20 years I grew up, was educated and began my married life and my career.
Second period was about 20 years in the cotton business in Memphis, TN. Trading this commodity in the world’s largest inland cotton market.
Third period was spent in the municipal bond industry in Memphis, Houston TX
Chicago and finally to my present home in Kansas City, MO.
The fourth 20 years I served as a registered investment adviser to a number of individual clients which I continue to do in a semi-retired capacity.
In addition to all this, over all these years, I have been blessed with a loving wife of sixty years, four children, four grandchildren, two great grandchildren, and a menagerie of grand horses, dogs, cats and a donkey. Providentially, none of these, except of course my patient wife, are still living in the family home.
And now the fifth period will be consumed in my new career. For the first time in all the years I have an opportunity to share my opinions with the world. I can truly express my thoughts without regard to any extenuating conditions. I can just say how I feel about any subject. How liberating. Let the blogging begin!!!!
By the way – what I do in the next period remains to be seen and depends on how well I do in the fifth period.



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