Our investment process and philosophy are what sets us apart. We combine low-cost index fund investing with trend following and relative strength analysis. Combining these time-tested strategies helps us leverage the strongest trends in the stock market.
We specialize in technical analysis and tactical portfolio management.
We regularly review the major US and International stock market indexes.
We rank each stock market index based on the strength of their trend.
We then favor the leading indexes in our portfolios, with a tilt towards either growth stocks or value stocks.
As we begin to see trends change, we adjust our portfolios to better align with strongest trends.
We continuously repeat this process to help us adapt to the ever changing
Every week our clients receive a Weekly Market Update highlighting our research and thoughts on current trends.
Life changes, and when it does it often involves a change to your financial situation. Marriage, children, inheritance, college, a new job, a new home, a new car, traveling the world, etc. A financial plan takes all of those possibilities into account and adapts as your situation changes. In our opinion, it is not a one-time thing, it is a fluid ongoing process.
A well-thought-out personal financial plan boils down to the four key areas of your life: Live, Give, Grow, Owe.
We base our planning process around these four pillars, to build a solid, collaborative, and personal plan for each client and family we work with.
To begin the process it all starts with getting organized, and we make it easy for you with our wealth planning platform and data gathering checklist.
Everything you need for your comprehensive financial plan is in our data gathering checklist. Feel free to reach out and request a copy.