Professional Asset Management for Discerning Investors

We apply a rigorous rules-based, data-driven approach to grow your nest egg, while seeking to minimize downside market volatility. Seeking to minimize downside volatility does not mean you have to sacrifice growth.

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What We Do
We are vigilant investors, so you don't have to be.

In the realm of asset management, our approach is meticulously crafted, setting us apart from the norm. Many advisors rely on investment decisions they made months ago. This approach, however, lacks the depth and precision necessary for effective portfolio management.

Today's markets move fast. A lack of vigilance is negligence. Our detailed, written investment management process is the structured methodology that your portfolio needs. Our rules-based approach provides the roadmap to help eliminate emotional based investment decisions.

Measure Risk, Invest Accordingly

In this paper, we will highlight some of the fallacies of the financial services sector and how those fallacies can have an incredibly detrimental effect on your long term financial stability. We will also show how we measure risk first. Only after measuring the risk of the environment do we proceed to invest for clients.

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Our Asset Management Process
We strive for excellence as much as you do.

Our asset management process is designed to intelligently navigate ever-changing market conditions. Our Rules-Based approach is focused on minimizing drawdown risk while seeking to maximize gains.

1. Gauge the Risk

The first step in our approach is to assess the market environment. Essentially, there are three possible scenarios: risk-on, risk-off, or sideways. Identifying the prevailing condition is crucial in shaping our investment decisions.

2. Keep Up with the Trend

Our goal is to participate in healthy and promising market environments. To achieve this, we monitor the trends, momentum, and movements across various sectors in the stock, bond, and commodities markets, tailoring our investment strategy accordingly.

3. Prioritize Risk Management

Accepting small losses is the key to avoiding significant ones. Hence, we embed risk management at the heart of our multi-strategy approach, ensuring that we keep potential losses in check.

4. Embrace Active Management

In the rapidly evolving world of today, markets are just as dynamic. As such, we actively manage our positions, unafraid to sell when a position moves against us.

Who We Help
For Those Who Are Not
Afraid of Action

Navigating the complex, fast moving world of investments requires a meticulously thought out strategy. We serve those who want to cut their losses short, but let their profits run. See how we can help you by requesting a copy of our Investment Policy Statement.

High-Income Achievers

High-Income Achievers

You've worked hard to earn a substantial income, typically exceeding $250,000 annually. Despite your success, you find the world of investments daunting and are seeking truly professional portfolio management.

Families Nearing Retirement

Families Nearing Retirement

You and your family are looking towards a comfortable retirement. You're in search of effective strategies to grow your nest egg, while protecting it from downside market volatility. You recognize that no strategy can avoid every loss, but you are tired of passive strategies that do nothing during market turmoil.

Investors Seeking Competency

Investors Seeking Competency

You're tired of the uncertainty and guesswork involved in managing your portfolio or dealing with concentrated stock positions. You're ready for a more structured, transparent approach to asset management and are looking to move away from advisors who lack a clear investment process.

How We Help

In the dynamic world of investments, our active asset management approach is designed to adapt to market changes promptly. Our process is designed to minimize drawdowns while capturing upside momentum. Furthermore, since there is no such thing as an investment strategy that works 100% of the time, we merge multiple strategies into one cohesive framework.


Active Investing

In response to the dynamic nature of financial markets, we adopt an active investing approach. This involves continuous monitoring of market trends and regular adjustments to your portfolio to capitalize on potential opportunities and mitigate risks. Our goal is to navigate the market's complexities effectively, striving for a balance between growth and downside protection in your portfolio.

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Fiduciary Standard

We are fiduciaries. We have always operated this way; long before the term became a buzz word. It is not a new commitment. It's always been a part of who we are to align with your best interests.

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Comprehensive Financial Planning

Professional asset management is a critical component of how we serve our clients. But a big part of our value proposition is our holistic approach to financial planning. We collaborate with your estate attorney and tax accountant to make sure all of the professionals who serve you are working together cohesively.

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<sup>Who We Are<br/></sup><span style="font-weight: 400;" data-mce-style="font-weight: 400;">A Team Committed To Providing The Best</span>.<br/>

Who We Are
A Team Committed To Providing The Best.

As your trusted guide, we are committed to helping you navigate the investment landscape, aiming to maximize your retirement opportunities. Our dedication to excellence underpins every decision we make, striving to turn your financial goals into a reality.

Take The First Step

If you are ready to consult with a professional asset manager, schedule a discovery meeting with our team and begin your journey.

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