Pedro L. Alcantara

About Pedro L. Alcantara

Some may be approaching retirement or just missed the last bull market and are afraid to step in. The second challenge is that unlike previous cycles where stock market downturns were buffeted by diversification, the next bear market may see both stocks and bonds retreating at the same time. With interest rates near historic lows, traditionally low correlated assets may not provide the protection they have in the past. Investors can use tactical strategies employing quantitative triggers to exit asset classes entering an unfavorable trend or even worse a bear market.

Experience

1. Financial Advisor

   Belpointe

   Aug 2017 — Present · US

   People need guidance now more than ever, and recent cultural shifts have made it increasingly difficult to plan for the future and make decisions. As an Advisor I have adapted to client needs by providing oversight and guidance on issues beyond finances such as health, psychology, education, and family.The industry norm is to develop a static financial plan and create the expectation that clients should stay the course and follow this plan. Instead, we focus on exploring ‘What if’ scenarios. This can help clients develop proactive methodologies for real time, proactive decision making as opposed to living and operating in a totally reactive mode.

Education

• Our Lady of the Lake University

  MBA HCA, Healthcare Administration

  1995 — 1997

• Colgate University

  BA, Biology & Spanish Literature

  1980 — 1984