The Tushaus Wealth Shield Portfolio allows you to set a defined range of risk in the market that you are comfortable with while being protected from potential future losses as part of your overall retirement plan.
Gain access to broad market indexes such as the S&P 500, Nasdaq, and Russel 2000.
Gain access to broad market indexes such as the S&P 500, Nasdaq, and Russel 2000.
The ability to buffer out your potential investment losses on an investment.
Maintain upside growth potential up until a targeted cap.
Continuous oversight provides adaptability and flexibility. These positions may require adjustment over time allowing you to transition into new positions once a cap is achieved.
The Wealth Shield Portfolio offers exposure to market indexes such as the S&P 500, the Nasdaq 100, and the Russel 2000. But unlike many investment options, our portfolio utilizes buffered losses to manage your downside risk.
Using The Wealth Shield Portfolio can help minimize risk by built-in protection against downside losses in which we refer to as buffers. These buffers are offered at 10%, 15%, 20%, or 30%, for periods ranging from 3 to 12 months. In doing so, the upside growth potential may be limited to an agreed upon targeted capped return.
Part of our portfolio management is determining when to transition from one buffer position into new positions when appropriate.
The most common reason for using our Wealth Shield Portfolio is that it offers a built-in protection against losses. Over long periods of time, the stock market has historically trended up. But over shorter periods of time, stock market volatility and losses are common and unpredictable.
You have spent decades saving for retirement. Market volatility, the potential for losses, emotional decisions and bad sequences of returns can sink a retirement ship within just a few years. By using the Wealth Shield Portfolio we can help you manage market risk while providing an upside potential… Find out how the Wealth Shield Portfolio fits within YOUR retirement plan!
The most common reason for using our Wealth Shield Strategy is that it offers a built-in protection against losses. Over long periods of time, the stock market has historically trended up. But over shorter periods of time, stock market volatility and losses are common and unpredictable.
You have spent decades saving for retirement. Market volatility, the potential for losses, emotional decisions and bad sequences of returns can sink a retirement ship within just a few years. By using the Wealth Shield Portfolio we can help you manage market risk while providing an upside potential… Find out how the Wealth Shield fits within YOUR retirement plan!
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Tushaus Group, LLC (“RIA Firm”) is an investment adviser located in Scottsdale, AZ. Tushaus Group, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Tushaus Group, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Tushaus Group, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Tushaus Group, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Tushaus Group, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Tushaus Group, LLC, please contact the state securities regulators for those states in which Tushaus Group, LLC maintains a registration filing. A copy of Tushaus Group, LLC’s current written disclosure statement discussing Tushaus Group, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Tushaus Group, LLC upon written request. Tushaus Group, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Tushaus Group, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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Liquid ETFs:
ETF stands for Exchange Traded Funds. This gives the ability for daily liquidity and active portfolio management.
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