Investment Management
Our stock market investing process and philosophy are what sets us apart. We combine low-cost index fund investing with momentum and relative strength analysis. Combining these time-tested strategies helps us keep costs extremely low while leveraging the strongest trends in the market. Our process is simple, consistent, and repeatable, and can be applied to Taxable Brokerage Accounts, Individual Retirement Accounts (IRAs), Roth IRAs, 401Ks, and 403Bs.
We Use A 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 favor the top-ranked indexes in our investment portfolios.
We Continuously Adapt
As trends change each year, we adjust our portfolios to better align with the areas of the market showing the strongest momentum. We continuously repeat this process to help us mitigate downside risk and 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.
Financial 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 for you with our wealth planning portal 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.