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Investments

  • Our Philosophy is to build wealth over the long term, by first and foremost protecting it in down markets and finding assets that outperform in all markets. Investing based on proven fundamental, strategic and technical analysis.

  • With one of the widest arrays of investments available we tailor your portfolio to maximize your return, and minimize risk. This is done with cost in mind, and as an independent advisory service we do not have ties to fund companies or other investments allowing us to always do what is best for the client.

    Strategy

    It has been proven that the only way to beat the markets is strategy based investing, understanding the psychology of the markets and taking things like emotion out of the equation. By sticking to proven investment strategies, with an emphasis on identifying and avoiding risk helps us grow our clients’ wealth.

    Asset Allocation/Modern Portfolio Theory: Using Strategic Asset Allocation, Modern Portfolio Theory and Quantitative analysis allows us to build a portfolio with the least amount of risk with best possible return. In the mid-1990’s Markowitz won a Nobel Prize after a 40 year study showing that 94% of returns comes from Asset allocation and that 80% of advisors and investors underperform the market.

    Fundamental value: Fundamental Analysis: To Find undervalued investments we use fundamental analysis developed originally by Benjamin Graham at Columbia University, refined by Warren buffet and Philip Fisher. This allows us to identify investments with growth at a reasonable price (GARP). This strategy is one of the few to have a long term track record of outperforming the markets by finding great investments with good balance sheets, strong growth potential and considered undervalued to its peers.

    Macroeconomic: Top performing hedge funds and Ivy League endowments have used this one strategy to outperform the market for many years. By spotting economic trends risks and opportunities can be identified, allowing us to recognize risks and opportunities. We can adjust our asset allocation depending on the macroeconomic indicators to provided higher long-term returns.

    Technical Analysis: Technical analysis can provide reinforcement of economic and fundamental trends and trend reversals. Finding the levels that buyers and sellers are willing to pay helps us look for tops and bottoms. Technical analysis can be applied to many indicators such as sentiment, supply and specific investments.

    Proprietary indicators: To provide an extra level of due diligence we have developed several proven proprietary indicators to identify bear markets and economic trends.




    Through our wealth management program we can work with your current holdings to reduce risk and avoid capital gains tax. Looking at all aspects of the stock and investments you may hold.

    We stress the importance of working closely with our clients along the way to provide a high level of service, guidance, diversification, rebalancing & common sense. This way you can feel confident that your assets are always in the best possible position to achieve the intended goals.



    · Current Portfolio Analysis
    · Tax Strategies
    · Risk Tolerance
    · Goal Specific
    · Retirement income
    · Custom Portfolios
    · Alternative Investment Options (Commodities, Distressed Debt, Real Estate)
    · Wealth Management Services
    · Socially Responsible Investment Options




    *No investment strategy comes without risk.