OBJECTIVE ADVICE

Work with a fee-only Certified Financial Planner™ who has sworn an oath to put your interests first. Your financial planner is only paid by you, therefore you’ll receive objective advice that isn’t biased by commissions.

RISK-MANAGED INVESTING

Portfolios are designed to protect your life savings by adapting to the prevailing market environment by selecting high quality stocks, using statistical economic models to avoid recessions, and employing dynamic strategies that adjust to changing market conditions.

COMPREHENSIVE PLANNING

Smart retirement planning looks at every aspect of your financial life. Together we’ll design a plan that helps you realize the retirement you’ve always wanted.

CUSTOMIZED ALLOCATION

Each of us has different income needs, risk appetites, and time horizons. Your portfolio will contain a blend of our strategies so that your allocation is customized to your unique situation.

SYSTEMATIC PROCESS

A rules-based approach systematically capitalizes on potential profit opportunities and reduces the behavioral errors that dramatically reduce the returns of most investors.

RESEARCH BASED

Strategies are based upon cutting-edge academic research, reverse-engineering the process of the world’s best investment managers, and in-house research based upon the statistical analysis of historical investment opportunities.

PROPER DIVERSIFICATION

Risk reduction through diversification is one of the only “free lunches” in investing. Proper portfolio diversification allocates your portfolio across different countries, strategies, holding periods, and asset classes.

MULTI-STRATEGY APPROACH

No strategy will perform the best in every market environment. Therefore, portfolios contain multiple strategies that complement each other throughout bull and bear markets.

Portfolio Strategies

Adaptive Value

Adaptive Value utilizes multiple strategies that invest in high quality companies that are currently underpriced in the market based on their fundamentals. The strategies also utilize a proprietary macroeconomic indicator, called the Economic Strength Index, to determine whether to be fully invested in equities or invest in safer investment strategies.

Multi-Strategy Core

Multi-Strategy Core is comprised of a series of all-weather globally diversified strategies that invest in multiple global markets and asset classes. Strategies are formulaically selected based upon the desirability of their risk and return characteristics. Certain strategies will be preferred in different economic environments. Allocating between different strategies offers risk reduction through strategy diversification while maintaining superior return potential.

Multi-Strategy Growth

Multi-Strategy Growth is a blend of more growth-oriented strategies that may utilize more concentrated positions across global asset markets. This strategy offers enhanced return potential while reducing downside risk by moving to less risky asset classes and strategies during turbulent markets.

Multi-Strategy Income

Multi-Strategy Income invests across income producing asset classes and seeks to produce consistent income in any market environment with minimal risk to the principal. Offers an actively managed income solution that protects against rising rates and inflation.

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