Tactical Portfolio Management & Momentum Investing
Our stock market investing 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 market. Our process is consistent, and repeatable, and can be applied to Taxable Brokerage Accounts, Individual Retirement Accounts (IRAs), Roth IRAs, 401Ks, and 403Bs.
We Lean Into Strength
We specialize in technical analysis and tactical portfolio management.
We regularly review and rank the major US and International stock market indexes based on the strength of their intermediate-term trends. We then favor the leading indexes within our portfolios.
We Adapt With The Trends
As we begin to see trends change, we adjust our portfolios to better align with the areas in the market showing the strongest momentum.
We continuously repeat this process to help us manage downside risk and stay in tune with the ever-changing market environments.
Practical 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 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, collaborative process.
Financial Planning Process
A well-thought-out personal financial plan boils down to the four key areas of your life: Live, Give, Grow, and Owe.
We base our planning process around these four pillars to build a personalized plan for each client and family we work with.
Data Gathering Checklist
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.