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📊 Investing With Clarity, Built for Control
You don’t need to outguess the market. You need a system you can trust.
We believe investing shouldn’t feel like a gamble.
You deserve an approach that brings structure, confidence, and long-term control—especially when you’re facing big life decisions like retirement, reinvention, or career transition.
Our investing strategy is built for real people living in a real, unpredictable world.
Because control over your future starts with a portfolio that’s prepared for anything.
🧭 Our Investment Philosophy
We don’t chase returns. We manage risk. We build resilience.
We use a risk-balanced, all-weather framework designed to adapt across economic conditions—not react to them.
Whether you're approaching retirement, just exited your business, or navigating volatile income, our strategy is built to keep your financial life stable, durable, and responsive.
We design portfolios to manage uncertainty—not avoid it.
🔐 What This Means for You
✅ Less guessing. More confidence.
✅ Less emotion. More structure.
✅ Less risk concentration. More long-term control.
“There are no straight lines in life—or investing. The ups and downs are the reality, not the exception. That’s why we don’t chase fads—we build all-weather strategies that hold up when it matters most. Because common sense isn’t common practice, and helping people navigate life’s turns is more than what we do—it’s who we are.”
🌤️ The Core Growth Strategy: Simple. Durable. Flexible.
1️⃣ All-Weather Foundation (60–80%)
A globally diversified portfolio designed to perform through every major economic regime:
🌍 Global Stocks
📄 Bonds
🛢️ Commodities
🥇 Gold
💱 Currencies
This base is structured to balance risk across scenarios, including:
✔️ Rising growth
✔️ Inflation
✔️ Falling Growth
✔️ Falling Inflation
💬 “I don’t want to guess what markets will do. I want to know I’m okay no matter what.”
That’s what this foundation is built for.
2️⃣ Growth Add-On (20–40%)
Once the foundation is in place, we selectively layer in long-term drivers of return:
💰 Dividend Growth Stocks – Companies that reward shareholders over time
💸 Free Cash Flow Leaders – Businesses with consistent cash generation
🌍 Emerging Markets – Exposure to long-term growth trends in developing economies
🤖 Emerging Technologies & Innovation – Select opportunities in disruptive sectors such as AI, biotech, clean energy, and next-gen infrastructure
This segment is for measured offense—built with discipline, not hype.
🔁 How It Works Through Market Shifts
Market Condition | Portfolio Response |
|---|---|
📈 Rising Growth | Global and EM equities support long-term appreciation |
📊 Inflation | Real assets and dividend growers help maintain purchasing power |
📉 Falling Growth | Bonds and quality cash-flow companies help preserve capital |
📉 Falling Inflation | Equities and nominal bonds regain strength and stability |
🧭 We don’t time the market. We position for whatever comes next.
🌱 Our Income Strategy: Cash Flow. Compounding. Control.
Design a personal Passive Income Investment Portfolio (PIIP): Built to generate steady income—so your money pays you, not the other way around.
💵 Dividend-Paying ETFs
Broad, diversified exposure to high-quality dividend payers
💰 Dividend Growth Stocks
Companies that consistently reward shareholders over time
💸 Free Cash Flow Leaders
Businesses with strong, stable cash generation and reinvestment discipline
💳 Treasury Bonds
Fixed-income with short- and mid-term yield focus
📈 Covered Call ETFs
Generate income through options premiums—even in flat or sideways markets
🛢️ Energy & Infrastructure Plays
Inflation-linked sectors with durable, yield-focused cash flows
🌎 Emerging Market Dividends
Tap into long-term demographic and economic tailwinds with global diversification
This core is built for reliable cash flow and low correlation to market hype, supporting:
✔️ Income reinvestment
✔️ Passive Income
✔️ Lifestyle cash flow
✔️ Volatility smoothing
💬 “I don’t want to wait 30 years to use my money—I want it working for me now.”
This strategy answers that call.
🚀 Our Innovation Strategy: AI. Automation. Built to Grow, Ready to Defend.
Capture the upside of next-gen technology—while protecting against the downside. This portfolio is engineered for the future, with built-in resilience.
🤖 AI & Disruptive Tech
Target the frontier of machine learning, robotics, and exponential automation
📊 Next-Gen Growth
Broad and equal-weighted exposure to the world’s most innovative companies
🌐 Emerging Market Tech
Access the digital transformation of the developing world—e-commerce, internet, and mobile-first economies
⚖️ Anti-Beta Strategy
Aims to profit when low-risk stocks outperform high-risk ones—especially during market downturns.
🏅 Gold Allocation
A time-tested inflation hedge and crisis reserve in volatile environments
💵 Floating Rate Treasuries
Provides income that adjusts with interest rates—helpful when rates are rising.
🌍 Strong Dollar Hedge
Defensive positioning against global volatility and currency devaluation
🧠 Smart Diversification
This strategy balances aggressive growth with tactical macro defense:
✔️ Thematic exposure to AI, automation, and global innovation
✔️ Counter-cyclical and low-correlation hedges
✔️ Smooths volatility and cushions against tail risks
✔️ Ideal for investors who want to participate in progress without being blindsided by risk
💬 "I want to invest in the future—but I don't want to endure a significant, protracted drawdown on my way there."
This strategy meets that moment—growth-minded, but grounded in control.
🔍 Why This Approach Stands Out
✅ Control Through Balance
Our portfolios aren’t built to predict. They’re built to endure.
Risk is distributed intelligently—not concentrated in guesswork.
✅ Focus on Fundamentals
We avoid speculation. Instead, we prioritize:
Earnings quality
Dividend discipline
Free cash flow strength
✅ Transparent, ETF-Based Construction
We use cost-effective, tax-aware ETFs so you always know what you own and why.
No black boxes. No high-fee noise.
🚫 What You Avoid
❌ Overconcentration in a single sector or strategy
❌ Emotion-based rebalancing
❌ Outdated 60/40 allocations that ignore modern realities
❌ Opaque, over-engineered portfolios you can’t explain
🧘♀️ Investing That Feels Like Control — Not Chaos
This isn’t about maximizing returns at all costs.
It’s about helping you:
✔️ Grow wealth responsibly
✔️ Maintain your lifestyle through retirement
✔️ Protect your income and legacy
✔️ Feel confident — even when markets are unpredictable
It’s not prediction. It’s preparation.
It’s not reaction. It’s resilience.
It’s investing for people who want control over their financial future.
🟢 Ready to Build a Portfolio That Keeps You in Control?
Whether you’re stepping into retirement, managing an income transition, or simply want to stop guessing—our investing strategy puts you back in charge.
📅 Book a free call to see how this approach fits your plan
📩 Subscribe for market insights without the noise
© 2025 MVP Money Moves. InFocus Wealth Strategies and MVP Money Moves are marketing brands of DeWitt Investment Research & Management, Inc., doing business as DeWitt Capital Management. Investment advice is offered through DeWitt Capital Management, a Registered Investment Adviser. This website is for informational purposes only and does not constitute a solicitation or offer of investment advice.
Disclaimer: The information provided on this site and its blogs is for educational and informational purposes only. It does not constitute financial, legal, or tax advice. Always consult with a qualified professional for guidance tailored to your individual circumstances. The examples, illustrations, and sample checklists are intended for general reference and are not meant to reflect any individual or family's specific needs or outcomes. They are provided to demonstrate concepts and do not guarantee future results. All investing involves risk, including possible loss of principal. Past performance is not indicative of future results.