It’s simple, life is hard enough without worrying about your investment strategy.  

At Machamer Investments, we strive to provide outstanding service by providing fiduciary investment advice guided by a ‘risk-management’ strategy.  Our goal is to safely outperform the ‘market’ over a complete market cycle.

WHAT IS A FIDUCIARY?

A legal obligation of one party to act in the best interest of another.

As a fiduciary, we are 100% dedicated to our client. As we meet new clients and begin to make investment recommendations, we truly have their best interests in mind. We do not sell products or charge commissions – to do so would be a conflict of interest. We are pleased to report that our business approach is much different from what many of our clients have experienced with traditional, “big-box” investment firms.

ABOUT BRIAN MACHAMER

With more than 20 years of professional experience, Brian Machamer knows that investment success is rooted in risk-managed strategies that minimize account draw-down. By safely pursuing growth through a risk-managed strategy, investors have an opportunity to outperform the ‘market’ over a complete cycle. Brian Machamer looks at the investing world differently than many of his peers.

As a seasoned investment advisor, Brian applies best practices from his past experiences to implement the following two principals. He considers these principals the ‘Golden Rules’ of the financial advisory business and foundation of Machamer Investments.

Being an Investment Fiduciary and Utilizing Only Low Draw-Down, Dynamic Strategies

Machamer entered the investment advisory business in 1997 after a successful 13-year career as a mechanical engineer in the natural gas industry. In 1997, Brian left the engineering world to join Merrill Lynch, and worked with several large investment firms between 1997 and 2009.

Machamer was also bothered by the many conflicts of interest he saw in the large, well-known Wall Street firms. Ultimately, he concluded that the traditional (large firm) approach to financial advising was not in the client’s best interest. So, in 2009, Brian created Machamer Financial, Inc - a company that reflected the trust and respect he believed was missing from larger firms. After relocation to Newport News in 2015, Brian changed the business name to emphasize his focus on the investment-only advisory business model; thus Machamer Investments, Inc.

Education

Brian graduated from ODU in 1984 with a B.S. in Mechanical Engineering and again in 1989 with an M.S. in Engineering Management. Additionally, he earned the professional engineers certification (PE) in 1992. Machamer has enjoyed 18 years in a successful, natural gas engineering career.

In the Neighborhood

Brian and Lisa, married in 1987, now live in the beautiful Riverside neighborhood in Newport News, VA. They are very pleased to have all of their 4 adult children gainfully employed in career jobs. With their youngest child now 28, they are empty-nesters; a time of both great joy and great sadness.

SIMPLY SMARTER STRATEGIES

Reduce Risk and Improve Performance

Machamer Investments bring together two competing investment goals into a single investment portfolio. We call our process CAUTION + OPPORTUNITY because it blends “loss minimization” with “maximizing return” for the client’s chosen level of risk. Each of our strategies have historically provided outstanding risk-adjusted investment return. Our investment goal is to safely outperform the S&P500 over a complete market cycle.

Machamer’s Dynamic Allocation strategies represent a disciplined process to achieve a low drawdown, risk-managed, full-cycle investment strategy. Our strategies actively respond to changes in market conditions in ways that target-date and fixed allocation strategies do not.

In our view, making monthly adjustments to your asset allocation based upon a combination of tactical, momentum driven models for maximum returns, while also staying within our low drawdown “loss minimization” philosophy, is a systematic way to pursue the ever-changing landscape of CAUTION + OPPORTUNITY.