FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
We rely, primarily, on technical analysis for our portfolio selection decision making with cyclical analysis and fundamental analysis also being a consideration.
We employ a proprietary methodology to determine when and to what degree our portfolios should have exposure to the capital asset markets.
Our preferred holdings for equity, fixed income and alternative positions are ETP's and individual stocks, once again deferring to the suitability of each individual account.
As a method of reducing risk in our portfolios, we make use of protective stops in an effort to limit downside exposure resulting from volatility.