At 72 | Wealth Management, our investment process is as disciplined as it is straightforward, using a rules-based, data-driven approach to identify opportunities and risks across global markets. This process helps ensure that we remain agile and proactive, able to capitalize on market trends.
Our philosophy is built on the solid foundation of the following investment principles.
Trend Following
Trends reflect how the major market players – institutions, funds, governments – are moving. Trend following means we invest in assets that are going up and avoid assets that are going down. By aligning with the strongest trends, we aim to position your portfolio to capitalize on the best opportunities and avoid unnecessary risks.
It’s like catching the wind in your sails while others are left rowing against the tide.
Relative Strength
Our relative strength analysis focuses on identifying the market’s leaders, the assets that are outperforming their peers. We aim to build your portfolio with the top performers, leaving the underachievers behind. This approach helps ensure your money is working as hard as possible.
It isn’t just about being in the market - it’s about being in the right parts of the market.
Disciplined Execution
Our strategies are executed with precision and discipline. Every decision we make is backed by data; to ensure that we’re aligned with the market. Our systematic approach means that we always stick to our plan, maximizing gains when the market is strong and protecting capital when it’s weak.
This is how we consistently stay ahead of the game.
Tactical Risk Management
We believe the true measure of an effective investment process is how it preserves capital in times of market distress. The markets can be unpredictable, but that doesn’t mean we have to sit back and rely on hope.
Using a built-in risk management system, we can adapt to volatility, adjusting your portfolio to protect your wealth and helping ensure you’re not exposed to unnecessary dangers.
Our approach? We focus on who's already succeeding. We let the market show us what's working, and we move with it. It's a strategy rooted in discipline, not speculation. The result? We tend to stay on the right side of major trends and sidestep the big risks."
Glenn D. MacLean, CIM® FCSI®
Senior Investment Advisor
Looking For A Responsible Investing Solution?
At 72 | Wealth Management, we're here to help you invest with purpose, without sacrificing performance. Using our trend following and relative strength approach, we combine financial performance with a commitment to sustainability.
We can integrate Morningstar Sustainalytics company risk ratings to select companies that not only show market strength but also have a low to negligible ESG (Environmental, Social, and Governance) risk. This means we can target businesses that demonstrate responsible business practices and ethical operations while delivering high returns.
Companies that do not meet our sustainability standards won't make it into your portfolio – simple as that.
