Investment Strategy

Our investment philosophy is very simple…Make money in strong markets, and protect our clients’ assets in down markets. We mange our portfolios by managing risk. As risk levels increase in the marketplace we reallocate our portfolios from equities to cash. We use quantitative research to make our investment decisions. We adhere to a very strict buy and sell discipline. We do not believe in buying and holding. We believe that you must take advantage of trading opportunities rather than buying and holding. Most large brokerage firms will never tell a client to sell and wait out a tough market in cash. We are the exact opposite. We would rather wait in cash until an opportunity arises.