Adam Koós on Tactical Investing, Market Discipline, and Wealth Preservation | Modern Investing Podcast

Message the HostIn this episode, we sit down with Adam Koós, President and Portfolio Manager at Libertas Wealth Management Group. With more than two decades of experience and a background as a Certified Market Technician (CMT), Adam brings a strategic and data-driven lens to investing that helps clients avoid costly financial pitfalls.Originally on the path to becoming a trauma surgeon, Adam shares how a deep desire to help people—combined with a disillusionment with traditional financial advice—led him to launch his own firm. Through a mix of tactical asset rotation, trend-following, and relative strength analysis, Adam has built a reputation for designing portfolios that adapt to changing markets while protecting wealth through both upturns and downturns.In this episode, you’ll learn:Why Adam transitioned from medicine to finance—and how that shaped his client-first philosophyThe difference between tactical and strategic investing (and why both matter)How investors can use data-driven models to rotate out of risk and into strengthHis approach to safeguarding wealth for business owners post-exitHow emotion-free, rules-based investing can outperform conventional wisdom“You don’t need to be the fastest runner in the woods. You just can’t be the slowest one when the bear shows up.”This is a must-listen for investors seeking smarter, more resilient approaches to wealth building. Whether you're a high-net-worth entrepreneur or simply looking to future-proof your financial strategy, Adam's methodology offers a playbook for navigating volatility with confidence.About Adam Koós: Adam Koós is the President and Portfolio Manager at Libertas Wealth Management Group, a Columbus-based investment advisory firm. With over 20 years of experience and a CMT designation, Adam specializes in technical and tactical investing, helping clients preserve and grow wealth through all market cycles. Known for his outspoken stance against traditional financial dogma, Adam educates investors to make smarter decisions through discipline, data, and deep strategy.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com