Our job is to manage investment risk and earn sustainable returns on your capital. By understanding your goals and objectives and overlaying our proven approach to investing, we enhance your financial security and generate lifelong, meaningful results.
We believe investment success is grounded in a thorough understanding of your goals and the consistent application of a proven investment discipline. We believe firmly in a quantitative versus a qualitative approach to investing, where our decisions are based on information, not intuition. We are committed to producing lasting results and know that asset allocation rather than market timing is the key to achieving long-term security.
We identify profitable industries that benefit most from economic trends, developing technology, demographic shifts, or changes in governmental policy.
We screen leading industries looking for the greatest growth companies worldwide. These companies will have proven leadership qualities and a favorable outlook for future growth. Important qualities include powerful sales and earnings growth, positive price momentum, and an innovative management team.
We employ a rigorous sell discipline to scale back stock positions that have appreciated dramatically and eliminate positions that experience deteriorating fundamentals or poor relative price performance.
All investment advisers are required to file specific documents with the Securities and Exchange Commission to give clients and potential clients information about the investment adviser and its business. Click here to review our Uniform Application for Investment Registration Form ADV Part II.