Using Intelligent Allocation Strategies for
investors seeking to be both tactical and defensive
in their allocation to multi-asset class investing.
Managing Money with an Eye on Risk!
If you are looking for a “buy and hold” money management platform, you’ve come to the wrong place.
Our goal is to provide clients with the best risk-adjusted returns by constructing portfolios using multiple asset classes that are “actively managed” to mitigate risk.
Assessing investments risk to make sure they are in alignment with your personal Risk Score.
02Wealth Planning Road Map
We help clients achieve their goals by creating a specific plan that is adjusted periodically.
03Private Storage Vault
Having an online centralized vault to hold valuable documents is a must in this 21st century.
Understanding good debt vs. bad debt is vital in growing maximum wealth for retirement.
We help clients who are philanthropic, CRTs, CGA, CLATs, Family Foundations, and more.
Life can be fleeting and we help our clients “smell the roses” and enjoy themselves along their wealth-building journey.
07Estate Planning (EP)
Most people do NOT have the traditional EP tools in place. And those who do, typically have not updated them. We make sure our client’s plans are in place and up to date.
One of, if not, the biggest expenses in retirement are those associated with LTC. As such, they must be dealt with in order to have a complete retirement plan.
Our philosophy on money management
We want to find the best 3rd party managers we can and use them appropriately when constructing portfolios.
The key with any RIA platform is to offer a diverse grouping of portfolios so the most “suitable” ones can be chosen for clients to help them achieve their financial planning goals.
Our portfolios are a bit different than most RIAs.
Tactical Strategy #1
Investment Philosophy—this strategy analyzes and recognizes technical patterns in the market to help deliver long-term, repeatable results. We use quantitative analysis to remove emotion from our decision-making. A disciplined methodology underlies everything this manager does. The model has been built over 18 years, and is based on a continuous process of design, test, validate, and repeat.
Strategy Objective—this strategy aims to capture 85% of the market’s upside, while limiting our losses to 50% of its downside, so that over the long-term, the goal is to grow money at 35% more than a buy & hold strategy.
Tactical Strategy #2
Investment Philosophy—this strategy utilizes a tactical investment approach that adapts to the current market environment with the goal of delivering above-market, risk-adjusted returns with lower drawdowns than market indices like the S&P 500. Our strategies seek to participate in up markets while protecting capital during down markets. We rely on our proprietary quantitative models to remove human emotions from the investment process and help us objectively navigate the global financial markets.
Strategy Objective—this strategy seeks to outperform the S&P 500 during bull and bear markets. This is an Individual stock strategy that allocates to 20 stocks when both of our trend models (Alpha and Omega) are positive. There is 50% exposure to stocks when one model is positive and 0% exposure when both models are negative. There are no fixed allocations. The strategy can allocate 100% to stocks and 100% to bonds and T-Bills.
Tactical Strategy #3
This strategy uses a combination of technical and fundamental analysis. This strategy seeks to identify alpha opportunities through event-driven, opportunistic and/or intrinsic value principles and blends bottom-up research with top-down considerations. It looks for companies that have had strong historical performance and continue to have prospects for sustainable performance (momentum) in several key value drivers, i.e., return on invested capital, growth, cash flows, and valuations. In addition to fundamental analysis, technical analysis is used to help identify price momentum as well as aid in execution decisions.
Uniquely enable accurate supply chains rather than frictionless technology. Globally network focused materials vis-a-vis cost effective manufactured products.
News & Articles
Our experts love to share knowledge. And it shows! Whether you have a business or technology need, you've come to the right place to find information you can use.
Define & Structure
Rapaciously seize adaptive infomediaries and user-centric intellectual capital. Collaboratively unleash market-driven "outside the box" thinking for long-term high-impact solutions. Enthusiastically engage fully tested process improvements before top-line platforms.
Analysis & Plan
Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to corporate strategy foster collaborative thinking to further the overall value proposition. Organically grow the holistic world view of disruptive innovation.
Solutions & Findings
Completely synergize resource taxing relationships via premier niche markets. Professionally cultivate one-to-one customer service with robust ideas. Dynamically innovate resource-leveling customer service for state of the art customer service.
Proactively envisioned multimedia based expertise and cross-media growth strategies. Seamlessly visualize quality intellectual capital without superior collaboration and idea-sharing. Holistically pontificate installed base portals after maintainable products.