We work with one of the best companies in the nation that focuses on helping thoughtful investors reach their financial goals and objectives. The company currently manage investments for individuals, mutual funds and private institutions throughout the United States. It is the global investment manager with a time-tested process based on technical analysis.

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The primary objective of the company is to build client wealth by participating in sustained “Bull” markets and avoiding participation in stock markets during the inevitable downturns that erode account values and negatively impact lifestyles. The investment management process is based on extensive quantitative research.

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During long-term bull markets, the result is dynamic, tactical portfolio construction that strives to invest in top performing global securities. During persistent market down trends, so called ‘bear markets,’ they may shift to value preservation mode including moving up to 100% of investor assets to U.S. Treasuries and other defensive investments in order to help protect investors from significant exposure to loss. This component of the investment management discipline is critical to the objective of preserving value in declining markets and is found in few other money managers in the United States. If participating in global stock market up trends while attempting to avoid significant down trends is appealing as an investment strategy.

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Please book an info session to find out more about it.