Dynamic and Risk-Managed Portfolios
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.
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.
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.
Strategic Growth Opportunities (SGO)
This model portfolio takes advantage of inefficiencies in the markets. Occasionally, quality companies misprice, creating occasions for favorable risk/reward ratios in pursuit of growth.
Principal Investment and Risk Management Strategy
The (SGO) model is one of our proprietary portfolios. This individual stock strategy buys fundamentally robust Large or Mid-size companies when oversold, according to our custom-designed technical research. The portfolio sells when a stock reaches over-bought conditions. i.e., Buy stocks low and sell high with the help of mathematics and statistics. This aggressive strategy uses individual stocks with market caps greater than $2 billion.
Strategic – Data and statistics driven model using sophisticated formulas.
Growth – Seek out companies that have quality fundamentals.
Opportunities – Patiently wait for price anomalies and take advantage of value.