Outperform the Market with Less Risk
Data-driven portfolio strategies that have averaged up to 52.9% annual returns while protecting your capital through proven tactical asset allocation.
How It Works
Three simple steps to start outperforming the market
Choose Your Strategy
Select from our range of portfolios - from very conservative (7.8% max drawdown) to aggressive wealth creation (52.9% avg. returns).
Get Your Model Portfolio
Access detailed allocation models showing exactly which ETFs to buy and in what percentages. Updated regularly based on market conditions.
Execute & Monitor
Implement the strategy in your own brokerage account. We provide ongoing updates, education, and support to keep you on track.
The Challenge Every Investor Faces
Traditional investing strategies leave you vulnerable to market downturns and mediocre returns
The Old Way
- Buy and hold through devastating crashes
- Pay high fees to underperforming fund managers
- Guess which mutual funds to choose in your 401(k)
- Watch your portfolio drop 30-50% in bear markets
- Retire later than planned due to market losses
The Cromer Wealth Way
- Tactical allocation that adapts to market conditions
- Transparent, low-cost DIY approach
- Clear model portfolios - no guesswork
- Maximum 7.8% drawdown in conservative models
- Build wealth faster with proven strategies
Our Portfolio Strategies
Proven performance across different risk profiles
Capital Preservation
Perfect for investors nearing retirement who prioritize capital protection while still seeking steady growth.
- Minimal volatility
- 53-year track record
- Sleep-well-at-night returns
Conservative Growth
Four non-correlated strategies combined to deliver superior returns with controlled risk. $100K grew to over $1M.
- Outperforms S&P by 5%
- Low drawdown protection
- Balanced risk/reward
Wealth Creation
Maximum growth potential for long-term investors. $100K compounded to $19M over 12.5 years.
- Exceptional returns
- Higher risk tolerance needed
- Long-term wealth building
Ready to see the detailed performance data?
Explore All StrategiesWhy Cromer Wealth Management?
Rigorous Backtesting
Every strategy is meticulously tested across both bull and bear markets spanning decades, not just recent years.
Non-Correlated Strategies
We combine multiple strategies that don't move together, reducing overall portfolio volatility while maximizing returns.
Capital Preservation First
Protecting your hard-earned money is paramount. Our models are designed to limit downside risk while capturing upside.
Transparent Model Portfolios
No black boxes. You see exactly what to buy, when to rebalance, and why each allocation decision is made.
Education & Support
Learn the 'why' behind each strategy. Access videos, blog posts, and timely market updates to build your investing knowledge.
You Keep Control
Execute trades in your own brokerage account. No giving control to fund managers who may not have your best interests at heart.
Take Control of Your Financial Future
Join investors who are building wealth with proven, data-driven strategies instead of hoping the market goes up.
Monthly and annual plans available • Cancel anytime • No hidden fees