Our Philosophy is to build wealth over the long term, by protecting it in down markets and finding strategies that outperform through all markets. Investing based on proven scientific, fundamental, strategic and technical analysis.
As an independent registered investment advisory service we do not receive commissions on any investment or have any ties to fund companies. Allowing us to provide objective advice, always do what is truly best for the client, gives us a vested interest in future returns and to provide ongoing service. If we charge less than the industry, provide superior investment strategies and work as a non-commission fiduciary, the industry will be forced to change.
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. We focus on avoiding losses for a basic theory of compounding returns. By avoiding big losses that destroy returns it becomes much easier to achieve long-term out performance. Most advisory services under perform the markets and use only limited investment strategies. We have done extensive research to find and combine the strategies that have outperformed markets over the long term and through the worst of times.
Here are just some of the basics.
Asset Allocation/Modern Portfolio Theory: Using Strategic Asset Allocation and Modern Portfolio Theory allows us to build a portfolio with the least amount of risk and best possible return. A Nobel Prize was awarded after a 40 year study proving the theory.
Fundamental value: To find undervalued investments we use fundamental and quantitative analysis developed originally by Benjamin Graham at Columbia University, refined by Warren Buffet, Peter Lynch and Philip Fisher. This strategy is one of the few to have a long term track record of outperforming the markets.
Macroeconomic: Top performing hedge funds and Ivy League endowments have used this strategy to outperform the market for many years. By spotting economic trends, it allows us to avoid the risks and spot opportunities.
Technical Analysis: Technical analysis can provide reinforcement of economic and fundamental trends, and trend reversals. Technical analysis can be applied to many indicators such as sentiment, supply and specific investments.
Proprietary indicators: Beyond the basics, we use several other proven investment strategies that have been shown to reduce risk and provide long-term out performance. Using our own research, technology and computer models we have also developed several of our own proprietary indicators and strategies to identify momentum, bear markets, economic trends, risk/reward metrics, avoid loss and find outperforming strategies.
We stress the importance of working closely with our clients along the way to provide a high level of service, guidance, diversification & ongoing asset management. Our clients also get the benefits, technology, online account access and security of TDAmeritrade Institutional custodial services.
Current Portfolio Analysis
Tax Strategies
Risk Tolerance
Goal Specific
Income oriented and Risk adverse portfolios
Retirement income
Custom Portfolios (Implement your ideas, we'll research and monitor)
Alternative Investment Options
Wealth Management Services
Socially Responsible Investment Options
* No investment strategy comes without risk and past performance is not a guarantee of future results.
Rates
• As an independent Registered Investment Advisor we have a vested interest in our clients assets growing, and to provide ongoing service.
• We do not receive a commission on any investment, this allows us to be objective and always do what is best for the client.
• If we charge less than the industry standards, provide superior investment strategies and work as a non-commission fiduciary, the industry will be forced to change.