Investment Strategies
Investment Strategies
Backed by Mike Reilly’s years of investing experience, Asset Wise Analytics provides a comprehensive approach to investments and portfolio management.
Investment Style
We specialize in active and flexible investments. We build and allocate portfolios to tap into investment opportunities around the globe to help meet our client's needs.
Investment Philosophy
We believe that capitalism is the best economic structure for our imperfect world. That principle guides all of our investment decisions. And by approaching every investment as if it were for one of our own family members, we strive to invest your portfolio in opportunities that fit your goals, risk tolerances, income needs, and overall wealth building outlook.
Top-Down Approach
First, we search broadly and globally to find opportunities that might be a good fit for our strategies to coincide with your goals. Then, we narrow those down to the specific investments we believe will provide a more defined allocation, potential for growth and income.
…And then – a Bottom-Up Approach
Every investment in our strategies - stocks, ETFs, bonds, funds, etc. - are all analyzed by Mike's 25+ years of experience.
Our Investment Portfolio Objectives
Conservative Dynamic Portfolio
Objective: The goal for a conservative investment strategy is to create a diversified portfolio that balances income and growth while also managing risk. The emphasis is on generating income through dividends, interest, and other sources, while also seeking some capital appreciation over the long term. This strategy strives to provide investors with a steady stream of income. Overall, Mike Reilly aims to provide a stable return on investment while managing risk through diversification and income generation.
Moderate Dynamic Growth Portfolio
Objective: By investing in a variety of growth and income-oriented assets, the growth and income strategy aims to offer investors a balance of growth potential and income. By doing this, Mike Reilly aspires to offer investors a consistent flow of income while also diversifying into long-term capital appreciation investments through growth-oriented securities.
Short Duration Income Portfolio
Objective: To provide investors who have defined needs for their portfolio over the immediate to the next several years time frame. The model is constructed using money market instruments, short-duration ETFs, and defined maturity ETFs, laddered to match the client's objective.
Dynamic Growth Portfolio
Objective: Mike Reilly' Dynamic Growth strategy is designed to focus on maximizing returns while striving to manage risks by investing in leading companies in their respective fields with growth potential, offering innovative products and services to a rapidly expanding marketplace. He focuses on identifying companies with sustainable competitive advantages, strong management teams, and a proven track record of delivering consistent growth. By investing in such companies, we believe we can generate superior returns over the long term.
Other Investment Strategies
In addition, we may use long term purchases, short-term purchases, trading, short sales,
margin transactions, options, and alternative assets when managing your assets.
- Long-term purchases are investments held at least a year.
- Short-term purchases are investments sold within a year.
- Trading involves holding securities for less than 30 days.
You should be aware that frequent trading can affect investment performance, particularly through increased brokerage and other transaction costs and taxes.