Investment Philosophy

Fundamental and Technical Analysis

Our use of a combination of fundamental and technical analysis makes us unique. This analytical approach is supported by a long list of sound academic research studies and white papers that find value stocks outperform growth and those with higher positive momentum outperform those with a lower relative strength. On the surface this seems elementary but in practice identifying the best candidates is challenging.

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Investing Based on Rules

The fundamental goal of our management approach is to be disciplined, methodical, and effective. We utilize trading software that generates buy-sell signals based on back-tested rules. By utilizing this rules-based approach we distinguish ourselves as being unique. We strive to grow and protect your capital by being systematic and consistent through the use of a process that is repeatable and reliable.

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Minimize Risk to Maximize Freedom

We strive to minimize your risks as a client to help you remain worry-free. That is why we only invest in highly liquid securities so your money can be there when you need it. We steer away from high-risk investments with lower returns and high capital requirements. We focus on positions with a strong historical track record to help grow your portfolio without unnecessary volatility.

​ View Our Volatility Targeting Strategy