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Investment Approach
The future holds any number of financial scenarios... stocks could go on a run, inflation
could set in, interest rates could rise, emerging markets could double in size or collapse.
At Cunningham Investment Management, LLC (CIM), our philosophy is that prices are
driven by the flow of money. Thus, our InvestFlex™ Strategies use a flexible or dynamic
approach that adjusts portfolio allocations based on what is happening in the global
markets today.
CIM's proprietary Dynamic Asset Allocation approach is designed to reduce portfolio risk
without sacrificing long term performance by seeking opportunity across a broad range
of diversified investments while employing active risk management to reduce the potential
for significant losses during volatile market periods.
Our InvestFlex™ Strategies do not follow every move in the markets and often "zig" while
other strategies and markets "zag" providing our investors with added diversification due
to low correlation to traditional market benchmarks and investment products.
"Money, like energy, is not lost but transferred"
By tracking shifts in money flow, we attempt to
allocate funds to various asset classes, international
regions and market sectors offering the greatest
potential reward with the least amount of risk.
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