Asset Protected Investing?

Is there such as thing as Asset Protected Investing?  Well, one way to answer that is – Sure, anything which is invested INSIDE an Asset Protection Plan is asset protected investing. That much is easy. The more difficult question is, “Is there a way to see investing from an asset protection standpoint in and of the investments themselves?”  In other words, how do I “protect” my assets from losses in market value, losses in purchasing power and devaluation in this uncertain economy? This is a much different, and much more difficult, question!

Searching for Investment Strategies to Protect Assets

So is there an answer?  Well, for my clients who know me well, they know that I have been searching for exactly this for many years now. And for the most part this search has lead me down the more traditional pathways of everything from Insurance, to Investment Advising, Asset Allocation, Asset Diversification and every other type of management strategy and concept I could find. And in each of these arenas I have had many offers to set up plans, strategies and systems for my clients.  And if you know me, you also know that I have always said no.  And here is why.

No one has ever been able to make the case for me that their system was any different or better than anyone elses.  Some have been good and others downright scary, but in essence, they have all been just another variation on what I consider the “same old song and dance”. And frankly about a year ago, I had pretty much given up.  Personally I preferred to invest my own money is cash and just make whatever little interest the account paid (basically to not invest it).  I had seen too many bad schemes and lost money inside a volatile world and I calculated that the “cost” of the stress to manage it wasn’t worth whatever $ return it could provide.  Instead I chose to focus on continuing to service my clients and build my business.  For me, needing to allocate much of my brain’s bandwidth to an investment portfolio was simply not worth the stress.

And up until a year ago that was that, until something serendipitous happened.  I was working on my boat (I have an office on my boat) and a neighbor walked by and looked in.  He saw my 3 computer screens and yelled into the boat “Hi, quite a set up you have there.  Are you a trader?”  I laughed at this and replied “No an Asset Protection lawyer!”  To which I thought he would surely put it into high-gear and run away.  Instead, his face lit up and he said, “oh I need to speak with you.”  And as they say the rest is history.

Through this fortunate introduction I entered a world that, frankly, I didn’t know existed. The world of “market structure” trading!  My neighbor and I began a dialogue and over the next 2 years I went back to school in a sense learning and understanding how Wall Street and financial markets really work.

What I have learned would take volumes to post, and I will be sharing much of it from time to time here. What I would like to share now is that I do believe that it is possible, with the use of specific strategies, to truly “hedge” virtually any position. Wall Street, Banks, Governments, Companies, casinos and even Bookies do it all the time everyday.  And now that I understand it I now know that yes normal people like you and me can too.

Continue this Story at Asset Protected Investing (Part 2)