Investment Philosophy

Market Risk

Markets have shown us time and time again that they can experience significant drops. Our investment offerings are designed to mitigate downside risk while allowing the potential to capture upside gains.

Diversification

We can invest in multiple, different asset classes. We seek to be invested in those asset classes that our models indicate have the most opportunity for upside returns vs. downside risk. We prioritize which asset class we should be most invested in based on our proprietary, investment models in any given market environment.

Rational Investing

Many investors suffer the pains of making investment decisions based on emotion. Fear keeps them from buying after a market decline and greed keeps them from selling after a market rise. Our investment decisions are determined using mathematical, rule based strategies, thereby removing emotions from the investment process.

Transparency

We think that investors should understand their investment products. We believe in the importance of face-to-face meetings with investors to discuss our investment strategies and any risk managed products that might be best suited to each client’s particular financial needs.