What We Do
Most people want to have enough money to live the life that they want. You worked hard for your money and we want to help you manage it in a way so that you're set up for future success. By using carefully constructed portfolios and a sound financial model, applying momentum and trend following where appropriate, our goal is not to beat the market per se but to manage downside risk, reduce draw-down and volatility and manage poor investor behaviors. Ultimately, when everything is working together it will help you live the life you want to live. We specialize in comprehensive wealth management, portfolio management, retirement plan management and employer-sponsored retirement plans (401(k)).
PROTECT. GROW. SUSTAIN.
WE BELIEVE IN
1. Investing based on sound strategies and not just one philosophy
2. Looking at the downside first, not the upside
3. Focusing on reduced risk and volatility through diversification and trend-following strategies. Too much diversification can diminish returns. Being too aggressive can create too much volatility.
4. Good investment behavior is key to success
5. Indexing almost always outperforms active investing
6. Creating your own safety net
7. You need short term and long term money
9. Investing is about maximizing your financial potential with good habits, control, value, and a financial model that anticipates real life