Our Philosophy

Choosing a Registered Investment Advisor (RIA) has many benefits such as focused client relationships, fixed percentage fee rates, specialized strategies and experience as well as partnerships with institutional custodians to protect assets.

Since an investment’s performance depends on factors such as market returns and global events that can’t be controlled, we focus on helping investors control the things that they can. This includes how each client approaches investing, how much their investment choices will cost them, and selecting the companies they want to do business with.

We believe in a long-term investment strategies for clients with a comprehensive emphasis on asset allocation and diversity. Investment strategies are adjusted as clients’ needs and life situations change, and risk tolerance.

Our strategies are designed to favor high returns while reducing risk. We have 4 major strategies to align with our clients current and future needs ranging from Conservative to Aggressive.

Alternative Investment

An Alternative Investment, by definition, is not one of the three traditional asset types—stocks, bonds and cash—and generally consists of tangible assets. Such as precious metals, art, wine, antiquities, real estate, commodities, private equity, hedge fund and venture capital. This strategy allows reduced overall investment risk through diversification and however, is generally reserved for high-net-worth clients due to their complex nature.

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Concentrated Portfolio Strategy

Many portfolios are based on diversification which is mainly focused to reduce risk for the investment.

Conversely, a concentrated strategy is focused on positive returns. We have designed a Concentrated Portfolio Strategy for those clients whose lifestyles and futures align with a more aggressive investment plan with short-term trades and using 200% exposure.

Cycle Equity Program

“History doesn’t repeat itself, but it does rhyme.” – Mark Twain

Historical data on market fluctuations has proven over many decades that the average year is split into ‘favorable’ and ‘unfavorable’ periods within the equity market. A more favorable period is roughly November to May while the unfavorable period is usually May to November. Understanding these cycles allows investors to strategically buy and sell reducing market volatility and risk.

Our most popular strategy is the Cycle Equity Program which utilizes the cyclical trends. This was designed to reduce equity exposure during the more unfavorable period allowing the investment gains to be harbored in an alternatively more conservative environment until the equity trends become favorable. These gains may be best recognized in tax deferred accounts. However, the investor should not rely on past performance to predict future results.

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Bond Sector Strategy

Bonds are considered less risky than stocks because bond prices have historically been more stable and because bond issuers promise to repay the debt to the bondholders at maturity.

Our strategy to reduce risk to your investment is to rotate between the three components of the bond market.

With an eye toward capital preservation, our Bond Sector Strategy is a program designed to allow the investor to benefit from interest earned on bonds and from capital gains. The investment account is actively moved usually 3 to 4 times a year between corporate bonds, higher quality or government bonds with emphasis on holding high yield bonds as much as possible.

Protecting your success, while growing your future