James Moncrief

Tactical Porfolio Manager

james@watchmansteward.com

Advisor for divorce, loss of spouse

Copyright © Watchman Steward. All Rights Reserved.

100 to 300 individual holdings dilute potential for significant gains.

Concentration in max 30 positions when fully invested diversifies portfolio without sacrificing returns.

Immediate investment of new cash 100% into stock market.

Gradual investment of new capital into market at efficient buy points.

$100,000 minimum initial investment

High investment minimums that exceed  $500,000

Market forecasting and prediction models

Buy and hold positions in all market cycles.

Objectively analyze market trends to determine allocation

TACTICAL GROWTH ADVISOR

No forecasting or predictions

OUR VALUE TO YOU

STANDARD ASSET MANAGER

Incorrectly place capital at risk and limit upside

Flexible investment policy allows for out performance in bull and bear market cycles.

Allocation rigid – benchmark limitations

Call Today: 386-690-3243

Divorce and Loss of Spouse ​Expert


Sell Discipline: 8-15% maximum loss / Profit taking: sell profit at 25% gain