Lewis Gloss, ChFEBC℠

248-282-8130

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Investment Advisory Services

Moving from Buy-and-Hope to Act-and-Achieve

Consider your life goals: building a healthy marriage, raising your children well, pursuing career success, buying your dream house. Do you take a passive approach to any of these goals? Of course not. You know that these dreams do not turn into reality without purposeful, intelligent, consistent action.

Investing is no different. The purpose of investing is to achieve financial gain and security. And like all other goals, it requires purposeful, intelligent, consistent action. For too long, investors have bought into a passive buy-and-hold philosophy under the illusion that it was an investment strategy: diversify your funds adequately when you're thirty, forget about them, and forty years later you will be living in luxurious retirement. Unfortunately, one economic crash can destroy not only that illusion, but also any opportunity of recouping your losses.

At HBW Advisory Services LLC, we reject this "buy-and-hope" outlook and take an "act-and-achieve" approach. Since founding in 2008, we have sought to steadily grow our clients' funds while minimizing loss through:

˙ Active asset management. Our sub-advisors actively manage accounts on a day-to-day basis to create opportunities for return by investing in areas of market strength. While that does not necessarily mean there will be transactions on a daily basis, it does allow for the possibility depending on changing market conditions.

˙ Investment strategies. Many of our investment strategies are run daily to evaluate current short-term market trends. Because our strategies are quantitative, objective, and mathematical, we remove the emotional human factor from the investing equation and ensure lower volatility and more consistent returns.

˙ Proactive risk management. Our investment strategies seek to reduce and manage risk through tactical asset allocation, reducing exposure to weak industry sectors and index funds, and moving to 100% cash, or in some strategies to "inverse" funds, in cases of extreme market volatility.

By acting to protect your capital during poor markets and build your capital during strong markets, we help you achieve your investment goals!

HBW Advisory Services LLC does business in the following states:

  • Alabama
  • Arizona
  • California
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Michigan
  • Missouri
  • New Mexico
  • New Jersey
  • New York
  • Nevada
  • North Carolina
  • Ohio
  • Oklahoma
  • Oregon
  • Tennesee
  • Texas
  • Virginia
  • Washington
  • Wisconsin

Contact me today to learn more about Investment Advisory options.

Contact Information

Lewis Gloss, ChFEBC℠

Company: HBW Advisory

Phone: 248-282-8130

Email: Lewis.Gloss@HBWAdvisory.com

Street Address:
3536 Sunnydale Rd.
Bloomfield Village, MI 48301-4306

License State: MI

License Number: 0262312

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Federal Seminars and ChFEBCSM, Inc. owns the symbol marks ChFEBCSM, Chartered Federal Employee Benefits ConsultantSM and ChFEBCSM, logo. in the U.S., which it awards to individuals who successfully complete Federal Seminars and ChFEBCSM, Inc initial and ongoing certification requirements.

Investment advisory services offered through HBW Advisory Services LLC. Lewis Gloss, ChFEBC℠ is an Investment Advisor Representative, dba, HBW Advisory. HBW Advisory, HBW Insurance & Financial Services, Inc., dba, HBW Partners, and HBW Advisory Services LLC are separate entities which do not offer legal or tax advice. HBW entities are located at 3355 Cochran St., Suite 100, Simi Valley, CA 93063, (800) 473-3856.

All products are not represented by HBW. All HBW agents do not sell all products offered through the HBW Insurance & Financial Services, Inc., dba HBW Partners network of products and/or providers. Although Lewis Gloss, ChFEBC℠, dba HBW Advisory, is a part of the HBW Insurance & Financial Services, Inc. marketing system, Lewis Gloss, ChFEBC℠ is separate and independent.

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