Buff Dormeier

In today’s complex and volatile markets, a single line of defense is rarely sufficient to protect investor portfolios. This presentation introduces Tactical Allocation Models (TAM), a next-generation framework built on a multi-layered defense that dynamically adapts to shifting market conditions. You’ll explore how TAM integrates an adaptive Volume Factor risk overlay with defined outcome strategies—including floors and buffers—to address distinct phases of the market cycle and help mitigate downside risk and drawdowns. Beyond the mechanics, you’ll discover how this synergistic, goals-based approach aligns with behavioral finance insights, aiming to improve client outcomes by enhancing emotional resilience and reducing the likelihood of impulsive decisions. Attendees will leave with a tactical blueprint for constructing more resilient portfolios—and cultivating greater investor confidence. 

Join award-winning market analyst and author Buff Dormeier, CMT, as he unveils the Dividend Tree, a revolutionary goals-based investment strategy designed to cultivate a thriving financial future. Akin to a fruit tree, the Dividend Tree strategy focuses on three key components: The fruit (dividends), the branches (dividend growth), and the roots (free cash flow). In this engaging presentation, Buff will guide you through the unique "quantamental" investment process that combines the power of fundamental and technical analysis to identify the most promising dividend growth opportunities. You'll learn how the Dividend Tree employs the groundbreaking Volume Factor to create a robust portfolio aiming to provide a growing income stream with capital appreciation as well as the preservation of wealth. Discover how the Dividend Tree's risk overlay strategy acts as your portfolio's "crop insurance," helping to mitigate drawdowns during market downturns. Whether you're seeking to grow your income, build your wealth, or leave a lasting legacy, the Dividend Tree offers a compelling investment strategy balancing risk with upside reward.