Risk management and capital protection are our most important objectives.

More than 40 years of financial market experience confirms our belief that – in many cases – market price action precedes changes in reported business and financial information for individual companies, industry sectors and the economy in general. Therefore, the use of technical market analysis that focuses on actual price action is the most important ingredient in our portfolio management process.

We strongly advocate the tactical asset allocation process and diversification over several different income and growth strategies. The basis of this approach is focused timing of the equity or fixed income exposure to specific business sectors and/or management styles in response to favorable or adverse price trends.

We provide diverse strategic asset allocation choices for investors who want to emphasize the risk management of their investment portfolios while still participating in potential market opportunities when they occur.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.