We're an independent fee-only registered investment advisory firm (RIA) for investors that are looking for a better way to invest, are fed up with poor investment performance, and high fees. Each portfolio is designed to serve multiple investor personalities and styles, as each strategy has a varying degree of strategic and tactical investments.
Our strategies and approach will remove confusion from investing and provide peace of mind through all market cycles, and we offer these strategies with no hidden fees and no trading charges. We accomplish our investment goals by using a combination of strategic and tactical investments.
We created a rule-based investment process that helps our clients minimize losses, by adjusting to current market conditions based on our proprietary indicators. When the markets are performing well, we'll shift to holding more equities, however when the markets are performing poorly, we'll shift to more defensive vehicles, either cash or bonds.
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