Adaptive Economic Strategies, LLC

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Mission

My professional mission is to help people succeed with their investments, insurance, and other financial issues. These are complex, confusing, and sometimes even deceptive fields of knowledge. So one of my clear objectives is to help you to understand those complexities and to avoid the traps that can destroy your investment program. I aim to find and to present clearly the actual opportunities that you can benefit from. I can help you clarify the assumptions you are making and show you ways to adapt and behave strategically in the markets.

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Risks and Guarantees

This is very important: there are risks and there are no guarantees! There are only probabilities. That being said, I promise you that my years of study and practice indicate very clearly that you can influence the probabilities. Which gets to the details of my mission: I will work very hard to influence the probabilities for the benefit of my clients.

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Note Going Forward From 2022

I have worked as a financial advisor and guide for over 20 years. The market volatility of 2022 has pushed me to adapt how I operate to better serve my clients. The market is now moving so fast that to deal with it I have had to become a pilot as well as a guide: I now develop model portfolios with a variety of risk exposures and I manage the model for everyone who chooses to have their investments in that model. This allows rapid response to the market’s vagaries for everyone all at the same time. All of my clients seem comfortable and even relieved to have me manage the details. What kind of model to be in is still very much a matter of discussion and in the end the client’s decision; but once the client has chosen the model – frequently with my recommendation — I take care of the details.

Financial advice, management, and strategies for the real world, not an academic fantasy.

Disclosures:

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Adaptive Economic Strategies, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CT, FL, HI, ME, MA, MN, NH, NY, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Adaptive Economic Strategies, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge does not offer tax or legal advice. Fixed insurance services offered through Adaptive Economic Strategies, LLC Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. Fixed insurance services offered through Adaptive Economic Strategies, LLC.

Adaptive Economic Strategies, LLC