Getting to Know Our Investment Philosophy

Our portfolio management philosophy was developed in response to the simple math,  that if your portfolio is down 50%,  it takes a  100% return just to get back to even. 

What is SGWP's  Investment Philosophy? We provide risk management for the equity portion of a portfolio. Our goal is to give clients increased peace of mind and control,  knowing their assets are being managed in a professional fashion with a focus on risk management.

Why is Risk Management so Important?

While most investors are familiar with compounding interest and how it increases returns over time, many fail to realize the damaging power of reverse compounding. For example, a -20% loss requires a gain of +25% just to get back to even. As losses become more extreme, so does the effect of reverse compounding. In a severe bear market, the S&P 500 can lose -50% or more – which requires a +100% gain to fully recover! This is why the foundation of our investment philosophy is risk management.  Minimizing losses is critical to the long-term success of your investment portfolio,  especially in the critical years right before, and during retirement. 

How does  SGWP  Differ from Other Wealth Management Firms?

At SGWP,  we believe that portfolio construction must be based on a thorough assessment of market risk.  There are times in the market that require a cautious approach to market exposure,  and times in the market that require a more aggressive exposure.   Many other firms profess the ability to manage risk,  but do little,  or nothing,  to adjust stock market exposure.    At SGWP,  we follow the weight of the evidence,  and adjust portfolios accordingly. 

This has allowed our portfolios to have a smaller exposure during market downturns,  of 2008,  2018, and 2022,  with larger exposure during the bottoming phase of these bear markets, increasing exposure in March of 2009,  January of 2019,  and January  of 2023. 

What We Offer

• A Planning First Approach
• 5 Core Portfolios, with Publicly Traded Securities,   Utilizing a Risk management Approach,  and Independent Research
• Risk Management Tools For Retirement Income Planning
• Independent Research On Private Investments 

_{To learn more about Stanton Group WP,  schedule an intro call, to review our process, introduce the investment team,  review our results, and how our strategies are positioned now.}    

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John is the founder of The Stanton Group WP. With more than three decades of experience in the financial services industry, and through SeaCrest Wealth Management, LLC,  serves as the Registered Investment Advisor Representative for clients, focusing on financial planning and the investment strategies to support their financial plan.

Based in Naperville, Illinois, John serves clients in Naperville, Plainfield, Darien, Aurora, Geneva, St Charles, and throughout the Chicagoland area.

Learn more about John’s services by visiting www.stantongwp.com

John can be reached at l 630-445-2380 or email JStanton@seacrestwm.com.

The Stanton Group WP provides investment advisory services through SeaCrest Wealth Management LLC, (the “SWM”) a registered investment advisor. SWM is a registered investment advisor (“RIA”), with the U.S. Securities and Exchange Commission located in the State of New York. SeaCrest Wealth Management, LLC can be reached at (914) 502-1900.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media)  reflects the personal opinions, viewpoints, and analyses of John Stanton,  and should not be regarded as the views of SeaCrest Wealth Management, LLC,  or its respective affiliates or as a description of advisory services provided by SeaCrest Wealth Management, LLC,  or performance returns of any SeaCrest Wealth Management client.  

The views reflected in the commentary are subject to change at any time without notice.

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Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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