Robert W. Colby Asset Management, Inc. is a New York Registered Investment Advisory firm established in 2010. We invest only in liquid, listed securities, mainly stock and bond ETFs, funds, and individual stocks. We are active portfolio managers who continuously analyze, weigh probabilities, and carefully manage reward and risk probabilities. We have achieved our primary goal: to produce positive absolute returns and outperform the S&P 500 Index while taking much less risk, in both bull and bear markets.
Our firm is very different from the typical asset management firm. Most asset managers stay fully invested in a fixed, diversified portfolio of stocks and bonds--even during very large down phases of major market cycles, thereby exposing clients' portfolios to large losses. In contrast, we do not believe that investors ought to ride out downward trending major bear markets, the kind where stocks lose half or more of their value, like in 2000 and 2008. There can be no assurance that market prices will quickly recover from a major downtrend: after the crash, it took the Dow-Jones Industrial Average 23 years to rise back up to its high of 1929. And after the peak in January, 1973, it took the S&P 500 Stock Price Index more than 7.5 years to recover. That is far too long to sit on losses. And while you wait years in hopes of breaking even, the typical asset management firm continues to take their fees out of your account.
Based on Mr. Colby’s 49-years of research and practice, we have developed tools designed to capitalize on strong, upward trending markets, while our unique Bear Market Protection Systems allow us to cut risk and keep all of our clients secure and protected when stock prices fall persistently in downward price trends.
Mr. Colby is a recognized authority on trend analysis and risk control, a Chartered Market Technician, and the author of The Encyclopedia of Technical Market Indicators. He is a recognized expert in risk management.
We hope to help advisors looking for a successor who will continue to provide prudent management for their clients for years to come.