5-step Investment Management Process
We represent your best interests by striving to control risk and enhance returns through our customized Advance & Protect process.
Create portfolios based on asset and sector classes believed to be in a long-term uptrend. We identify trends and strive to help you capitalize on potential investment opportunities.
Monitor and evaluate non-proprietary investment vehicles for utilization in your portfolios.
Use multiple quantitative analysis tools designed to optimize our buy/sell decision-making process.
Monitor and evaluate legal insider trading activity – seeking to enhance market entry and exit points – and track what company insiders are doing with their own money.
Rescreen our investment models on a quarterly basis to keep our ideas fresh and timely.
Stock investing involves risk including potential loss of principal. No strategy ensures success or protects against a loss. Past performance is no guarantee of future results.