Our Approach

We select asset holdings of bonds, treasury bills, commodities, and equities based on current and future macro-micro economic conditions. Through fundamental analysis, we select in our opinion the highest quality asset mix and determine weighting based on a mix of technical and fundamental analysis.

In addition, a small percentage of client accounts are allocated to option strategies that help minimize risk and provide hedging of our client portfolios. This strategy has worked extremely well in preserving client assets through several recent economic crises and market corrections. 

During the Covid crisis, our strategy kept client accounts in the positive with the average client account up 1% when the market bottomed. During 2022 while the indexes dropped over 30% client accounts ended 2022 down on average 1.5%. Minimizing client account drawdown allows our strategy to preserve assets and participate at greater levels during market recoveries.