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Investment Process

“Our goal is to assist our clients in the prudent management of their valuable assets.”

Our Investment Philosophy

With all due respect to Nobel Prize winning economist Harry Markowitz and Modern Portfolio Theory (MPT), asset allocation has provided very little protection from the devastating market declines we have seen since 2000. For investors (especially those who rely on their portfolios to produce income) using Markowitz’s Buy and Hold allocation strategy has left them unsure if their life savings will actually last a lifetime.

Sanchez Wealth Management Group utilizes an investment strategy we call Advance and Protect. We start with the premise that CASH is our default position. We only put your hard-earned capital in harms way when we feel the rewards out weigh the risks. We utilize a proprietary dashboard of economic indicators along with technical tools that allows us to Proactively manage your capital. Unlike the inactive Buy and Hold strategies used by most firms, we never add a position to your portfolio without establishing a sell-discipline.

Our Proactive Wealth Management approach utilizes disciplined and unbiased research, an insatiable appetite for knowledge, our personal skills and experiences, and a commitment to develop our client’s wealth and financial confidence.


*No strategy or product ensures a profit or protects against a loss. There is no "right" time to enter or exit a market. There is no guarantee that the investment objective will be met.