We Believe in Active Management: ​

An investment advisor should be able to adapt to changing market cycles, at the right time.

Supply and demand dynamics is the fundamental law of financial markets. Any asset class (stocks, ETFs, mutual funds, bonds, REIT's, etc) will go through the ups and downs of an economic cycle based on the supply and demand. When demand increases (with a low or constant supply) price goes up. When supply increases (with low or constant demand) the price will drop. We believe that the total value of assets remains constant and conserved in the financial system. It can change from one asset to another, but the overall value cannot be altered. When demand exceeds the supply price of the security goes up. And when the supply exceeds the demand price goes down. We take timely advantage of these business cycles and the valuation of assets when determining investment strategies best suitable for you.



Regardless of the investment style, each asset in the portfolio is selected based on our cutting-edge, hands-on analysis. This includes a combination of fundamental, technical, and chart analysis of any security.  There are 4 interrelated fundamental concepts, that help us make an investment decision for you:

TIME: What is your time horizon? When do you expect the profit? How long can you wait? Investment selections are different for short-term investors compared to long-term investors. 

TURN: Where and when will the price change the direction? Best profits are achieved when we invest near the turns. 

TREND: What the direction of the business cycle? Where is the price going? 

TRADE: Will this investment provide high-reward with the lowest possible risk? Do we have appropriate risk-limiting strategies in place?

Our investment strategies exploit supply and demand dynamics that occur over multiple time frames. We follow the momentum as well as overbought or oversold analysis. The combination provides the biggest input in identifying not only ‘big’ market trends but also the relative-strength winners among the different asset classes to populate our clients’ portfolios. Our strategy uses fundamental, quantitative, mathematical rule-sets for entering and exiting any investment.

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1] Appropriate position size
2] Pre-defined risk tolerance
3] Diversification among asset classes
4] Knowing when to close a position

Poor risk management is one of the most common reasons investors lose money. Regardless of the type of investments (even the most conservative style), there are a few risks associated with investments.

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