Investment Strategies

Whether you're new to investing or a seasoned pro, it's time to partner with a company that believes you could -- and should -- be getting more to create your financial secuirity.  For this reason we chose to offer multiple investment platforms because we don't believe that one size fits all. 

We offer help on best investment practices using individual stocks or bonds, mutual funds and/or ETF's.  We can help you build the best strategy to meet your own personal goals.

 

Reach out to us and schedule time to work with one of us on the best strategy or stragegies to help create your financial security in today's changing world. 

Here is a list of the types of programs we offer - each have a unique set of pros and cons to help you meet your goals.

Robo Investment Strategy

  • Investment philosophy is backed by Nobel Prize winning research
  • Benefit from growth in both developed and emerging markets, so you're less exposed to the economy of any one country.
  • Lower expense ratios
  • Use of tax efficient ETF to help you save on taxes
  • How your money is spread across stocks and bonds can impact your long-term returns. We'll recommend how much risk to take on based on when you'll need your money.

Tactical ETF Strategy

  • Disciplined, innovative strategies supported by statistical analysis and rigorous research
  • Equity exposure is adjusted using quantitative risk measurements to lower your downside exposure doing a bear markets  
  • Offering different allocations according to your risk appetite
  • As the strategy implies this is accomplished using efficient ETF's.

Tactical Stocks Strategy

  • Strategy goal is to protect your invesment capital during market downturns using stocks, etf's or a combination.
  • Offering different allocations according to your risk appetite

Hedge Fund Strategy

  • Available for the most seasoned and accredited investor
  • Strategy uses 3 internal trading models that use long/flat/short trading signals designed to capture underlying trends, anticipate reversals, and take advantage of volatility in US equity markets.
  • Each model has a systematic process to avoid, hedge, or short drawdowns while taking advantage of trends to generate returns in both rising and falling markets.

Fixed allocation strategy

  • Belief that the market drives returns and the portfolio structure and implementation determines the performance.
  • Investment approach is grounded in economic theory and backed by decades of empirical research.
  • Not a market predictor rather the allocation is what will determine your return over time.  The information used is about expected returns from the market itself
  • Investments used are broadly diversified and low cost, like most index strategies, while aiming to outperform market benchmarks, like active managers.
  • This is a hybrid strategy using both passive and active approach to investing.