Let's Talk 414.352.8460

Sadoff Investment Management Logo

Downside Investment Protection

Protecting your money is as important to us as it is to you. Downtimes are inevitable, so it is important to have a researched and tested strategy for how to identify and respond to those financial storms. Below are summaries for the two key strategies we activate for our clients.

Video placeholder

Watch this video to learn more about how we serve you.

A man and woman looking at a laptop

Balanced Portfolios

In addition to all stock portfolios we also manage balanced portfolios. We will work with you to personalize your portfolio to match your specific investment objectives. Our balanced portfolios contain a combination of stocks and income producing investments such as bonds.

Learn More
A man and a woman hiking up a mountain

Sell Strategy

We reduce downside risk by not always being fully invested in the stock or bond markets. Alternatively, during a bear market and recession, we would invest in Treasuries and/or money markets. Click below to learn more about this strategy.

Learn More

People come to our family because they want to protect the future for their family.

Graph icon

Working With Us

There are many benefits to working with us. Click below to learn about those benefits, and to learn a little bit about each of us.

Working With Us

Call or email
us today.

Contact Us

Call or email
us today.

Contact Us
x
By continuing to use this site you consent to the use of cookies on your device as described in our cookie policy unless you have disabled them. You can change your cookie settings at any time but parts of our site will not function correctly without them.That's Fine