How we put the
discipline to work.
Each strategy runs on rules set in advance, the same every time, with the emotion taken out. They share one idea: you do not always need to be invested.
Matched to your risk and your horizon.
We believe every strategy sits somewhere on a spectrum, from steady to aggressive. Where a client lands depends on their tolerance for risk and their time horizon.
RBID
Our Rules-Based Investment Discipline. This strategy watches the market and follows a defined set of rules. As conditions weaken, our investment committee looks to reduce exposure, and steps aside when the rules call for it. The core of how we manage risk.
Dividend Appreciation
An active strategy for investors who want to own individual stocks. It holds a basket of up to thirty household names, each paying a dividend of at least twice that of the S&P 500. A weekly scan keeps it weighted toward the strongest parts of the market, and every position carries a defined buy and sell discipline.
Hedging & income
Concentrated
Positions
For clients holding a large position in a single stock, often from years as an executive, with a low cost basis or selling restrictions. We manage around the position rather than force a sale, using defined options strategies to generate income and hedge the risk of holding so much in one name.
Octane
A concentrated, high-conviction strategy, unconstrained by sector or style, built around a smaller set of positions we believe have room for significant upside. Like everything we run, it follows rules, and holds to the same idea: step aside when the rules say so.
Any opinions are those of Reveille Wealth Management and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice.
The information being provided does not purport to be a complete description of the securities, markets, or developments referred to in this material. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision.
Dividends are not guaranteed and must be authorized by the company's board of directors.
The S&P 500 index is an unmanaged index of 500 widely held stocks. Investors cannot invest directly in an index.
Sometimes the smartest position
is no position at all.
Every one of these is a rules-based process. They differ in what they hold and how they move, but they agree on the thing that matters most.