Joerger Financial Mangement, Inc. was founded to offer investment strategies that have the capacity to generate absolute returns in both bull and bear market cycles. Joerger Financial specializes in technical trading strategies applied to the S&P 500 Index and S&P 500 Index options.
Central to the Joerger Financial investment strategies is the observation that there has been a material change in the U.S. equity market investment climate over the past ten years. In the long sustained growth period from 1982 to 2000, patient long-only investors were rewarded with excellent returns. Market challenges during this period, while sharp, were resolved with v-shaped recoveries and a quick return to growth. Over the last five years of this period from 1994 to 2000, the U.S.'s "accomodative policies" accelerated growth to extreme levels, but, unfortunately, created the environment that we now face.
The investing climate for U.S. equities has not been kind over the past decade. The S&P 500 has lost over 29% of its value from 2000 to 2009 and is currently trading at 1998 levels. For even the most prescient that may have entered the market at either the 2003 or 2009 bottom, average annual returns have been under 4% excluding dividends.
It is unknown whether the current investing climate will continue, whether we will return to the investing climate of the 1980s and 1990s, or whether a new investing climate will emerge. The only way to navigate this uncertainty is to pursue investing strategies that are nimble and capable of achieving absolute returns in up and down markets.
The Joerger Financial investment strategies were developed to provide sophisticated investors with an opportunity to acheive absolute returns from the U.S. equity markets independent of investment climate.