Risk Management

Our Expertise in Asset Allocation
At Sector Logic, our primary objective is to offer clients a disciplined investment approach that seeks to capture market gains during favorable conditions while protecting capital in challenging environments.

Since 1988, Charles Rother, CFA, our Chief Market Strategist, has been at the forefront of developing, refining, and enhancing financial market forecasting and asset allocation strategies. His methodologies have been rigorously tested and continuously monitored to ensure consistent results over time.

A city skyline with a graph showing the stock market.
A man and woman embracing on the deck of a boat.

Asset Allocation Approach

We believe that asset allocation is one of the most critical factors driving long-term investment returns. Our approach to asset allocation is built on three key components:

  • Experience-Driven Insights: Our recommendations are grounded in decades of investment experience.
  • Comprehensive Data Analysis: We gather and assess vast amounts of global data, including economic, financial, political, monetary, and market sentiment indicators.
  • Evidence-Based Methodology: Our asset allocation models are based on proven, empirical research, not untested theories.

For more than 35 years, Charles Rother has meticulously collected a wide range of data and statistics, conducting in-depth research to refine our market forecasting and asset allocation models. Each insight we employ is rigorously tested to ensure it has a reasonable potential to contribute to achieving successful investment outcomes.