Portfolio Management


We believe there are good times and bad times to invest in the market. With this key perspective in mind, we believe investors need to allocate their irreplaceable or serious money into a strategy that can play defense in volatile markets like the one we saw during the crash of 2008. You can then complement this defensive core strategy with additional strategies to manage various objectives or specific investment preferences. By matching your Required Rate of Return (needed to address your goals) and your Risk Score to one or more of our disciplined, rules-based investment strategies, we can help you build a proactively managed portfolio designed to both pursue your goals and also help manage risk.


Education is the key to knowledge and we want you to have every opportunity to understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan. This personalized investment plan, and underlying strategy selection, is based on a combination of your Required Rate of Return (needed to address your goals) and Risk Score. This process allows us to manage your portfolio with the ongoing, proactive service and personalized direction it needs to pursue your goals.


Disciplined, rules-based investment strategies are the foundation of our investment management approach. Our process-driven, proprietary investment strategies are solely dependent on objective research of our research partners, which include Dorsey, Wright & Associates and Morningstar. Being rules-based and systematic allow our investment strategies to operate independent of subjective emotions or individual judgement calls. Our strategies continually focus on the ongoing and ever- changing investment landscape, allowing you to focus on the things that matter the most to you.


Investing involves risk including loss of principal.  No strategy ensures success or protects against loss.