INVESTMENT MANAGEMENT
Our investment philosophy is built around discipline, adaptability, and a repeatable process. We combine the benefits of low-cost index fund investing with momentum and relative strength analysis to build portfolios using a consistent, repeatable process.
Rather than simply buying and holding through every market environment, we monitor market trends and adjust portfolios as conditions change. This approach is designed to help investors participate in areas of strength while adapting when market trends become less favorable.
Our investment process can be applied across a variety of account types, including taxable brokerage accounts, IRAs, Roth IRAs, 401(k)s, and 403(b)s.
Leverage Ranking Process
Using our unique portfolio management process, we regularly rank the major US and International stock market indexes based on the strength of their intermediate-term trends. We then take the top-ranked indexes into account for our investment portfolios.
An Adaptable Approach
As trends change each year, we may adjust our portfolios to better align with the areas of the market showing the strongest momentum. We continuously repeat this process to help us stay in tune with the ever-changing economic and political environments.
FINANCIAL PLANNING
Life changes, and when it does it often involves a change to your financial situation. Marriage, children, the sale of your company, inheritance, college, a new job, a new home, a new car, traveling the world, etc. A well-thought-out financial plan considers all those events and adapts as your situation changes. In our opinion, it is not a one-time thing, it is a fluid, ongoing, collaborative process.
Leverage Planning Process
A personal financial plan boils down to the four key areas of your life: Living Giving, Growing, and Owing.
We base our planning process around these four pillars to build a personalized plan for each client and family we work with.
Your Wealth Planning Portal
To begin the process, it all starts with getting organized, and we make it easy with our wealth planning portal.
Everything you need for your comprehensive financial plan is in our wealth planning portal.