We believe your investments should be Dynamic
We manage our investment strategies based on the market forces of supply and demand. Our strategies are systematic and seek to eliminate the emotion that can so often impact the ability to achieve success in investing.
Let us help you find a strategy that fits your goals and objectives
Some of the features of our investment strategies include the following
Ability to Act When Needed Most
We manage our investment strategies in house and can provide you with the information you need, when you need it regarding how your money is invested and how your accounts are performing. Our investment team meets once each week to review each strategy and discuss necessary changes. When changes are needed, those take place immediately for all of our clients in the impacted investment strategies. No waiting, no emotion, just action.
Real-Time Trade Alerts
We feel it is important to keep you informed of what trades are being made and how they impact your investment allocation over time. With our trade alerts sent out via email within 24 hours of placing trades, you will know all investment changes taking place inside your accounts.
Investing That Matches Your Financial Goals
We understand that each person has a different attitude about money and investing and everyone's goals are different. We work with you to determine what investment strategy may be best to meet your financial goals while also remaining open to change. Your strategy can change as your financial life changes.
Manage Ever-Changing Market Conditions
Many investment strategies lack the flexibility to adjust to potential opportunities in financial markets or to provide protection in times when it is needed most. We monitor each strategy daily to ensure that your investments meet our criteria for each strategy and that we seek out-performance over the long run through our active management style.