We offer the following services:

  • Generational Wealth Planning
  • Stewardship of Endowments and Foundations
  • Comprehensive Investment Management
  • Corporate and Personal Retirement Planning
  • Education Planning

 

Buy Discipline

  • We use a top down approach that involves looking at the "big picture" in global economies and the financial world, then breaking those components down into finer details. After looking at the big picture conditions around the world, different sectors are analyzed in order to select those that are forecasted to outperform the market. From this point, the stocks of specific companies are further analyzed and those that are believed to be successful are chosen as investments.
  • We use fundamental analysis from a host of research firms including RBC, S&P, Credit Suisse, Argus, and Value Line. We also use technical research from RBC as well as an outside service that the ANSR Group employs.
  • From here we choose stocks that are both fundamentally as well as technically buy rated within our top down approach.

 

Sell Discipline

  • Every Friday all positions are reviewed making sure that at least one of our fundamental research groups has a buy rating and our technical research is updated as well. If either has changed, the equity will be added to our watch list.
  • Daily trailing stop alerts; if an alert is issued, the equity will be added to our watch list. With equities having a beta over 1.0, we will allow more wiggle room with regards to volatility.
  • Every Monday morning the ANSR group meets and reviews any equity that has been added to our watch list for review. If our technical service has issued both a short term as well as intermediate term trend sell, the position will be sold.