• Our Portfolios

    A Three-Dimensional Approach

Dynamic and Risk-Managed Portfolios

Opportunity Series
(Contrarian Method)

The Opportunity Series takes advantage of inefficiencies in the markets. It's common for quality companies to be mispriced from time to time creating favorable risk/reward ratios in pursuit of capital growth.

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Controlled Advanced Series
(Trend Based Method) 

The Controlled Advance Series adjust risk through changing market environments using a custom built multi-variable differential calculus methodology. This active investment system seeks suitable risk to a given investment environment to participate in bull markets while avoiding the bear markets.

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Prudent Investor Series
(Buy and Hold Method)

The Prudent Investor Series is your more traditional investment approach. This series of passive portfolio strategies is designed to be held for long duration's. No active buy-sell discipline is utilized in this series other than advantageous re-balancing over time.

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