Our approach
We believe that long-term investment success is achieved by combining a systematic approach to evaluating market trends with fundamental analysis. We identify the strongest asset classes to find the proper balance between stocks, bonds, and cash. We then make tactical adjustments to portfolios by tilting towards the strongest assets classes, sectors, or market capitalizations. We believe that we can position client assets to participate in upward trending markets and objectively reduce investments that are poised for potential downward trends. Through our approach we help clients build and maintain their portfolios over multiple generations.
