Our Four Step Process

  1. Identify long-term investment themes and create portfolios based on asset and sector classes believed to be in a long-term uptrend
  2. Maintain a watch list to monitor an eclectic group of best-in-class, non-proprietary investment vehicles. The list represents what we believe are the best investment vehicles for the dozens of asset classes we work with
  3. Utilize multiple analysis tools and techniques to optimize trading decisions. This step seeks to maximize upside opportunity through tactical investing, while seeking to protect the downside with an emphasis on risk management
  4. Monitor investment behavior trends to enhance the investment decision process