Investing Services

Investing should be easy – buy low and sell high – but most individual investors have trouble following this age-old advice.
We utilize principles and strategies that allow for growth during healthy market cycles and apply capital preservation strategies during times
of severe market volatility and duress.

We specialize in active portfolio management. We rely primarily on technical analysis for portfolio selection decision-making.
We use 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 ETPs, stocks, and bonds, suitable for each client profile.
To reduce risk in our portfolios, we may use protective stops to limit downside exposure resulting from market volatility.

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