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Investment Strategy

Our Fact-Based Strategy

Our core beliefs about the market are the foundation of our portfolios. Our analysis concentrates on using mathematics instead of predictions or opinions to identify current market trends and the best performing options available to you.

We use Simple Trend and Rank (STAR) portfolio construction that evaluates risk and positions quarterly. This investment model has been awarded the DALBAR Validation certificate, providing an important level of security and compliance to your retirement account strategy.

3 Core Beliefs to Protect Your Retirement

Core Belief 1

We don't know where the market will go - and neither does anyone else.
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Core Belief 2

Stock and bond markets constantly display identifiable trends.

And sometimes it's prudent to move money out of the markets.
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Core Belief 3

Along the way there will be outperformers and underperformers.
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Date Range: 1/2/2001 - 12/31/2016