Our Methodology

Assessing the Markets

Investing in financial markets is not an exact science, nor can the markets be fully assessed by any single simplistic indicator or metric. We cannot call or predict market tops or bottoms. No one can. But we can identify major trend shifts as they happen and base our decisions on sound indicators.

We rely on more than one indicator and the presence of several confirming factors before strategies are played out. Our system of “double-checking” produces the confidence needed to make justifiable, unbiased decisions. 

Our disciplined investment process makes use of both fundamental and technical research and analytical tools as part of a five-step process.

Fundamental Analysis Entails:

• Identifying what to buy,
• Assessing company management,
• Evaluating earnings quality,
• Analyzing price/earnings ratios and
• Determining product acceptance.

Technical Analysis Entails:

• Determining when to buy,
• Analyzing trends,
• Assessing relative strength,
• Examining momentum and
• Forecasting price.

Our focus is on striving to protect assets in declining markets and secure rates of return in rising markets that will help our clients meet their goals.