Managing Risk

Using Intelligent Allocation Strategies for
investors seeking to be both tactical and defensive
in their allocation to multi-asset class investing.

Managing Money with an Eye on Risk!

If you are looking for a “buy and hold” money management platform, you’ve come to the wrong place.
Our goal is to provide clients with the best risk-adjusted returns by constructing portfolios using multiple asset classes that are “actively managed” to mitigate risk.
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Asset Protection

Most people do NOT have an Asset Protection Plan.

Our planning process assesses risks and makes sure valuable assets are protected from “all” known and unknown creditors.

1040 tax form

Tax-Reduction

Our firm specializes in tax mitigation strategies.

The best way to grow maximum wealth for retirement is to do so in the most tax-efficient manner possible.

A word from our CIO
Platform Overview

Learn about our intelligent allocation strategies that use both quantitative and qualitative analysis
Climber looking out over mountain

Why Choose POM Planning?

POM Planning was created for people who want to take a different approach to building wealth; one where risk management is at the center of each element of a financial/retirement plan.

The only source of knowledge is experience

Appropriately empower dynamic leadership skills after business portals. Globally myocardinate interactive supply chains with distinctive quality vectors.

Fight the inertia of the status quo!

Be pro-active to protect & grow your wealth!

01Risk Analysis

Assessing investments risk to make sure they are in alignment with your personal Risk Score.

02Wealth Planning Road Map

We help clients achieve their goals by creating a specific plan that is adjusted periodically.

03Private Storage Vault

Having an online centralized vault to hold valuable documents is a must in this 21st century.

04Debt Management

Understanding good debt vs. bad debt is vital in growing maximum wealth for retirement.

05Charitable Planning

We help clients who are philanthropic, CRTs, CGA, CLATs, Family Foundations, and more.

06Life's Enjoyment

Life can be fleeting and we help our clients “smell the roses” and enjoy themselves along their wealth-building journey.

07Estate Planning (EP)

Most people do NOT have the traditional EP tools in place. And those who do, typically have not updated them. We make sure our client’s plans are in place and up to date.

08Long-Term Care

One of, if not, the biggest expenses in retirement are those associated with LTC. As such, they must be dealt with in order to have a complete retirement plan.

Our philosophy on money management

We want to find the best 3rd party managers we can and use them appropriately when constructing portfolios.

The key with any RIA platform is to offer a diverse grouping of portfolios so the most “suitable” ones can be chosen for clients to help them achieve their financial planning goals.

Our portfolios are a bit different than most RIAs.

Tactical Strategy #1

Investment Philosophy—this strategy analyzes and recognizes technical patterns in the market to help deliver long-term, repeatable results. We use quantitative analysis to remove emotion from our decision-making. A disciplined methodology underlies everything this manager does. The model has been built over 18 years, and is based on a continuous process of design, test, validate, and repeat.

Strategy Objective—this strategy aims to capture 85% of the market’s upside, while limiting our losses to 50% of its downside, so that over the long-term, the goal is to grow money at 35% more than a buy & hold strategy.

Tactical Strategy #2

Investment Philosophy—this strategy utilizes a tactical investment approach that adapts to the current market environment with the goal of delivering above-market, risk-adjusted returns with lower drawdowns than market indices like the S&P 500. Our strategies seek to participate in up markets while protecting capital during down markets. We rely on our proprietary quantitative models to remove human emotions from the investment process and help us objectively navigate the global financial markets.

Strategy Objective—this strategy seeks to outperform the S&P 500 during bull and bear markets. This is an Individual stock strategy that allocates to 20 stocks when both of our trend models (Alpha and Omega) are positive. There is 50% exposure to stocks when one model is positive and 0% exposure when both models are negative. There are no fixed allocations. The strategy can allocate 100% to stocks and 100% to bonds and T-Bills.

Tactical Strategy #3

This strategy uses a combination of technical and fundamental analysis. This strategy seeks to identify alpha opportunities through event-driven, opportunistic and/or intrinsic value principles and blends bottom-up research with top-down considerations. It looks for companies that have had strong historical performance and continue to have prospects for sustainable performance (momentum) in several key value drivers, i.e., return on invested capital, growth, cash flows, and valuations. In addition to fundamental analysis, technical analysis is used to help identify price momentum as well as aid in execution decisions.
Stock Charts and Mobile Phone

It Takes Time, Effort & Knowledge

Uniquely enable accurate supply chains rather than frictionless technology. Globally network focused materials vis-a-vis cost effective manufactured products.

News & Articles

Our experts love to share knowledge. And it shows! Whether you have a business or technology need, you've come to the right place to find information you can use.

Define & Structure

Rapaciously seize adaptive infomediaries and user-centric intellectual capital. Collaboratively unleash market-driven "outside the box" thinking for long-term high-impact solutions. Enthusiastically engage fully tested process improvements before top-line platforms.

Analysis & Plan

Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to corporate strategy foster collaborative thinking to further the overall value proposition. Organically grow the holistic world view of disruptive innovation.

Solutions & Findings

Completely synergize resource taxing relationships via premier niche markets. Professionally cultivate one-to-one customer service with robust ideas. Dynamically innovate resource-leveling customer service for state of the art customer service.

Develop Recommendations

Proactively envisioned multimedia based expertise and cross-media growth strategies. Seamlessly visualize quality intellectual capital without superior collaboration and idea-sharing. Holistically pontificate installed base portals after maintainable products.
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The Board serves as a resource to help us provide the best comprehensive and most suitable advice to clients.
Daniel W. McDonald
Advisor Share
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POM Planning’s most utilized resource when it comes to just about any topic.
Roccy DeFrancesco, JD, CAPP, CMP
Wealth Preservation Institute
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Helping affluent clients with asset protection, corporate structure, estate planning.
Jim Duggan, JD, MBA
DUGGAN BERTSCH, LLC

Let's Answer
Your Questions

To learn more about our management philosophy and whether it may fit in with what you are trying to accomplish with your investible dollars.





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