Our Investment Philosophy

Our first priority is employing risk management strategies to seek to reduce the risk of loss.  Then, we look to build, manage, mitigate risk, and transition wealth within a client’s true risk tolerance to help them pursue their goals.

We implement a tactical investment strategy.  Markets move so quickly and can be inefficient in the short term in today’s fast-paced and volatile environment.  Based on this, we believe the best way to invest is to identify tactical and strategic opportunities that focus first on risk reduction and then seek appreciation opportunities among equities, fixed income, and alternative investments.  Our disciplined process uses multiple signals and indicators designed to help capture a good portion of the market upside while focusing on downside risk management strategies, especially in weak markets.