The #1 Question You Should Be Asking Your Advisor:
“What is the INVESTMENT DISCIPLINE that you employ when managing my portfolio?”
Discover how, as an A Smarter Way to Invest™ affiliated advisor, we use systematic, data-driven strategies to optimize your investments.
The Importance of Investment Discipline
The #1 Question You Should Be Asking Your Advisor
Investment discipline plays a critical role in long-term financial planning by guiding decisions through a systematic process rather than emotions or market noise. Without it, portfolios may experience increased volatility, unnecessary risk, and larger potential draw-downs.
As an A Smarter Way to Invest™ affiliated advisor, we believe that a disciplined, data-driven approach is essential for supporting long-term financial goals. By following a consistent, algorithmic process, we seek to manage risk and identify growth opportunities without relying on guesswork.
Here’s why having a defined investment discipline matters:
Data-Driven Decisions
We utilize real time objective market data as well as rigorous fundamental and technical analysis to drive investment decisions across each of our unique portfolios.
Systematic Risk Management
Our algorithmic Risk-On/Risk-Off approach is designed to reduce the time spent recovering from downturns and focus more time on potential growth.
Peace of Mind
A structured process and a defined discipline helps you stay focused on your financial objectives, avoiding the pitfalls of emotional reactivity to market noise.
Click the button below to download our free brochure and see how we employ a disciplined approach to managing your investments and securing your financial future.
Ready to Ask the #1 Question Every Investor Should?
As a A Smarter Way to Invest™ affiliated Advisor, we can bring you a disciplined, data-driven investment approach. Our systematic strategies are designed to help manage risk, navigate market shifts, and keep your financial plan on track.
Get the answers you deserve. Learn how a structured investment process can provide clarity and confidence in your financial future. Download our brochure today to explore how we help investors make informed, strategic decisions.
Our Approach to Discipline
At Briggs Wealth Advisors, we partner with A Smarter Way To Invest (ASWTI) to bring you a disciplined, data-driven investment approach. Without a structured strategy, investment decisions can be influenced by emotion or short-term market shifts, adding unnecessary risk.
Through ASWTI’s proven investment disciplines, we offer three strategic approaches designed to align with different financial goals and risk tolerances. Using real-time market data and an algorithmic Risk-On/Risk-Off process, our approach helps manage market volatility while keeping your investments on track.
Strategic
Focuses on a diversified investment approach intended to support long-term financial goals.
Dynamic
Utilizes an algorithmic Risk-On/Risk-Off strategy to adjust exposure based on market data.
Tactical
Employs a disciplined process to quickly respond to short-term market trends.
Brought to you by your A Smarter Way To Invest™ Affiliated Advisors:
Briggs Financial Group is a father-son business led by Ronald J. Briggs Jr., a 40-year industry veteran, and his son, Ronald J. Briggs III. Together, they bring a wealth of experience in fiduciary financial services, specializing in personalized wealth management, risk mitigation, and tax strategies. Serving clients across the United States, Briggs Financial Group is committed to delivering expert financial solutions tailored to meet the diverse needs of their clients.
Access the Full Brochure
Our brochure reveals the powerful benefits of employing a disciplined investment approach, answering the #1 question every investor should be asking: What investment discipline do you employ? By downloading our brochure, you’ll gain deeper insights into how we leverage algorithmic strategies to align investments with your financial goals.
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Compliance Statement:
As a Fiduciary, doing due diligence of all content and data contained herein has been developed or obtained from various sources that are believed to be providing accurate information. None of the content herein is intended as tax, financial, and/or legal advice. Please consult with a legal, financial, and/or tax professional for specific information regarding your individual situation. The content and materials herein are intended to create client awareness for educational purposes and to promote interest in the utilization of risk on, risk off and tax mitigation investment strategies in the planning process. The competitive analysis of various fixed insurance products that may be shown herein do not address any individual’s specific situation and are not to serve as the basis for any investment and/or tax advice and should not be construed as a solicitation to invest. Content herein is based on the latest information available to the public from the Insurance Carriers and while deemed to be accurate, is not guaranteed by the Briggs Financial Group Wealth Advisors, “BFG Wealth Advisors” or affiliates thereof. Numerical information, charts, graphs, formulas, calculations, and data sets, etc. are for example and illustrative purposes only. Please review each Insurance companies’ compliant illustration with your Advisor before investing. BFG Wealth Advisors also provides support, information and competitive analysis on Fixed Insurance Products of over 70 insurance carriers. BFG Insurance Designers is a separate division of the Briggs Financial Group Wealth Advisors.
For more information, please contact your Briggs Financial Group Wealth Advisor directly for a comprehensive overview and analysis of your specific situation using risk on or risk off asset classes in your retirement portfolio.
Asset Management and Investment Advisory Services provided by Investment Advisor Representatives doing business as the Briggs Financial Group are offered through Caitlin John Private Wealth Management LLC., a Registered Investment Advisor Firm. The Briggs Financial Group Wealth Advisors, LLC. and Caitlin John, LLC. are separate entities and are not affiliated.
To access the following compliance forms, please visit www.caitlinjohn.com.
Caitlin John Form ADV 2A Brochure | Caitlin John Wrap Fee Brochure | Customer Relationship Summary | Privacy Disclosure Statement | ASWTI Form ADV 2A Brochure
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