Firm Overview
ArmourWealth is a privately owned, SEC Registered Investment Advisor, who specializes in tactical management strategies. Armour was incepted in 2012 by Brett Rosenberger to improve upon Modern Portfolio Theory and other standard financial methods used frequently in the financial services industry. Utilizing extensive quantitative methods to measure risk and return more effectively is the foundation of ArmourWealth.
Whether you are managing your own investments, or have them managed by financial advisors, mutual fund managers, pension consultants, or private asset managers, ArmourWealth adds an additional dynamic to your equity (stock) portfolio. Allocations that are otherwise strong investment plans now can be improved by the ArmourWealth’s extensive risk management. From the large market-wide movements to the smaller, more tailored challenges facing a single company, sector, or index, we are there, multiple times per day, as an improvement to your typical diversified, static allocation.
What do we do?
Tactical Asset Management incepted from over 50 years of research originally conducted by the Department of Defense.
More thorough risk management and asset selection.
ArmourWealth Key Differences: We are able to consistently quantify, analyze, and objectively execute tactical asset management strategies more efficiently by tracking both key micro, macro, and sector data points and the perception of how those could affect an investment’s return.
What can we do for you?
Our ability to provide that additional layer of protection beyond traditional asset management is achieved by looking at risk and return in a different, more extensive manner. Whether you are an individual, financial advisor, or large institution, we are able to provide daily-liquid portfolios that don’t utilize highly risky, exotic financial instruments.
ArmourWealth offers our services in Mutual Funds, Separately Managed Accounts, and Unified Managed Account Services. By request, specialized risk overlay is available. Visit our Resources tab or Client tab for insight into working with us.
How can we work with you?
Mutual Funds:
• ArmourWealth Tactical Flex Fund – ARMFX
Separately Managed Accounts:
• Private Wealth Management
• Wealth Management for Advisors or Brokers
• Institutional Wealth Management
Unified Managed Accounts:
• Please reach us to discuss availability with your UMA/TAMP platform.
