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Our Investment Philosophy

Our investment philosophy serves to focus on the well-being of our clients both today and in the future and within all market conditions.

At the core of our strategy, we trade based on technicals which ultimately guides our buy and sell decisions.  Our goal in implementing this strategy as a core of our investment philosophy is to help remove the emotional aspects of all buy/sell decisions.  Emotional investing leads to mistakes which can erode a portfolio.  

We believe that in order to guard and grow your investments, you must do so by stepping outside of the "style box".  In this, we advocate asset allocating not only among investment styles, but also among investment strategies.

By diversifying between a combination of domestic and global equities, business sector trending strategies, very conservative hedging strategies, covered-call and married-put options, non-correlated alternative asset strategies and a blend of unique fixed income strategies, we feel strongly that some amount of today's market risk can be reduced.

Our philosophy is born of common sense, unbiased observation and the strength of our technical trading experience over many years.

Our tactical investment process is created with an explicit concern for downside protection with constant hunting for upside growth opportunities, which is implemented by design, not hope.


*Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Investments are subject to market risks including the potential loss of principal invested.  The client acknowledges that the representative is relying upon the client information (e.g., risk tolerance, time horizon, and investment objective) for the purposes of providing recommendations to the client. The client agrees to give the representative notice of any significant changes in the client information and to provide the representative with any additional information that the Advisor may reasonably request.