Investment Approach

Philosophy: We take a disciplined approach to investing.  Our philosophy is both academic and dynamic, including strategies that encompass historical patterns, present trends, and projected outcomes.  We build portfolios using multiple strategies and research to capitalize on the changing nature of financial markets. 

Our target is consistent, risk-based performance.

Multiple Investment Strategies:

Asset Allocation - This defines a mix of investments providing the best return for the risk taken using historical patterns.  Harry Markowitz won the 1952 Nobel Prize in Economics for this research.  We use this strategy as a basis for recommending long term holding positions within portfolios. 

Macro-Economic Trends - This targets diversification from owning alternative investments whose performance is not correlated to the stock market.  It is often used by pension managers and endowment funds to stabilize portfolio returns.  We use it to benefit from a particular trend or economic cycle.

Trading Platform - This uses strict buy and sell discipline to take advantage of price movements.  We use this to make or protect profits in flat or good markets, or hold cash in volatility or times of uncertainty.

Fixed Income and Cash - This uses bonds and other interest bearing instruments which generally provide stability and income to the portfolio.  We target a variety of high quality alternatives depending on interest rate and economic environment.

Diversification does not assure a profit or protects against loss in declining markets.  There is no assurace any strategy will be successful.  Past performance does not guarantee results.