Broker Check

5-step Investment Management Process

We represent your best interests by striving to control risk and enhance returns through our customized Advance & Protect process.

Step 1

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.

Step 2

Monitor and evaluate non-proprietary investment vehicles for utilization in your portfolios.

Step 3

Use multiple quantitative analysis tools designed to optimize our buy/sell decision-making process.

Step 4

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.

Step 5

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.