Tactical Asset Management Seeks Both Growth and Downside Protection
Naysayers can say what they will, but Thomas J. Pappas has never been more optimistic about the markets, the U.S. economy and the country in general. He even sees signs of improvement globally.
“It’s a great time to be invested in the market,” says Pappas, Managing Director-Investments at The Cottonwood Group of Wells Fargo Advisors and a 30+ year veteran of the financial services industry. “There really is a lot of opportunity out there.”
Still, Pappas knows firsthand that markets can change at any time. That’s why he believes strategies like buy-and-hold and “locking into a simple rebalancing program forever and not revisiting it until you hit retirement” are not appropriate in today’s marketplace.
Instead, Pappas and his team, which includes his son, Associate Vice President-Investment Officer Matthew D. Pappas, and mother-daughter financial advisors Lori Rogerson and Cydnie Callaway, follow a tactical approach to asset management, utilizing the firm’s own portfolios.
“We’re always looking for pockets of value and opportunity for our clients, both for growth and for downside protection, based on the latest research and analysis,” says Matthew Pappas. “This is an ongoing process that we believe better positions our clients to reach their financial goals; it’s a constantly evolving process. We don’t just put people on autopilot and move on to the next client.”
As an advisory practice of Wells Fargo Advisors, The Cottonwood Group has access to a wide range of financial products and services, with no proprietary products to sell and “greatly reducing potential conflicts of interest,” Matthew Pappas says. “We chose Wells Fargo Advisors because they’re forward-looking, entrepreneurial, technologically advanced, and are always bringing new financial products and services to the table,” Thomas Pappas adds.
More than an investment practice, The Cottonwood Group provides holistic wealth management services that encompass all aspects of clients’ financial lives, from retirement planning to life and estate investment planning to insurance and more. The firm becomes “a center of influence” for many clients, Matthew Pappas says, “a reliable point of contact,” developing many close, long-term client relationships along the way. “Our clients call us with all sorts of questions and concerns, and we’re always happy to help.”
Pessimists are free to disagree, but The Cottonwood Group has great confidence in the future. “This is not just our opinion,” says Thomas Pappas. “We buy a lot of independent research, and the numbers bear us out.”
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