• Home
  • About Us
    • Why Choose Us
    • Mark Brown, CFP®
    • Greg Bruno, CFP®
    • Andrew Buttimer, CRPC®
    • Charles Brown, CFP®
    • Matthew Gill, CFP®
  • Services
    • Investment Management
    • Insurance
    • Financial Planning
  • Contact
  • Blog

Client LoginMake an Appointment ›

  • Home
  • About Us
    • Why Choose Us
    • Mark Brown, CFP®
    • Greg Bruno, CFP®
    • Andrew Buttimer, CRPC®
    • Charles Brown, CFP®
    • Matthew Gill, CFP®
  • Services
    • Investment Management
    • Insurance
    • Financial Planning
  • Contact
  • Blog
  • Home
  • About Us
    • Why Choose Us
    • Mark Brown, CFP®
    • Greg Bruno, CFP®
    • Andrew Buttimer, CRPC®
    • Charles Brown, CFP®
    • Matthew Gill, CFP®
  • Services
    • Investment Management
    • Insurance
    • Financial Planning
  • Contact
  • Blog

Proactive Asset Management

Proactive Asset Management

Proactive Asset Management Portfolios (PAM): We Change as Conditions Change

Proactive Investing is an active strategy that analyzes changing market conditions and recognizes that it may be prudent at times to be out of the market, to protect principal. This differs from passive Buy-and-Hold programs that stay fully invested at all times.

PAM portfolios are actively managed. They are designed to participate in the majority of long-term market advances, while avoiding major market declines. Most of the time PAM portfolios are fully invested but at times PAM implements an exit strategy by moving to cash. This occurs when the manager believes the risk outweighs the potential for gain.

An exit strategy is important. Exiting and holding cash when risk is believed to outweigh return is an important strategy for protecting principal from large losses during periods of market decline.

Greg Bruno, CFP®

PAM Lead Portfolio Manager

Begin to Experience the Service You Deserve!

To Schedule a Free Investment Consultation
Call 630-637-8600 or Send Us a Message

Services

  • Investment Management
    • IMPACT Investment Portfolios
    • Proactive Asset Management
  • Insurance
    • Individual Insurance Quote
    • Group Insurance Quote
  • Financial Planning
    • Individual/Family Planning
    • Business Planning

Our Services

  • Why Choose Us
  • Financial Planning
  • Investment Management
  • Insurance

About Us

M. Brown Financial Advisors, headquartered in Naperville, Illinois, is positioned to assist our clients with their financial needs. We are an experienced firm that brings together a variety of independent affiliates to work as a team to make the complexities of financial planning understandable.

Learn More ›

Naperville, IL

  • 2728 Forgue Drive, Suite 100
    Naperville, IL 60564
  • Phone: 630-637-8600
  • Fax: 630-637-8606

Make an Appointment ›

Estero, FL

  • 23161 Fashion Dr. #304
    Estero, FL 33928-2588
  • Phone: 239-349-2018

Client Login

Securities and Advisory Services offered through Ausdal Financial Partners, Inc., an SEC registered investment adviser, member FINRA & SIPC. 5187
Utica Ridge Rd., Davenport IA 52807, 563-326-2064, www.ausdal.com. Sub-advisory services offered through M. Brown Financial Advisors, a registered
investment adviser with the state of Illinois. M. Brown Financial Advisors is located at 2728 Forgue Drive, Suite 100, Naperville, IL 60564, 630-637-8600.
M. Brown Financial Advisors and Ausdal Financial Partners are unaffiliated entities and only transact business in states where they are properly
registered, or are excluded or exempt from registration requirements. Registration of an investment adviser does not imply any specific level of skill or
training and does not constitute an endorsement of the firm by the Commission or any state regulators.

FINRA: www.finra.org | SIPC: www.sipc.org | AUSDAL: www.ausdal.com

M.Brown Financial Advisors Group, Inc.: ADV Part 2A & Privacy Policy

Check the background of this firm on FINRA’s BrokerCheck

© 2023 M. Brown Financial Advisors. All Rights Reserved.