We focus on tactical asset allocation
and risk management.

Ron Miller personally manages our various income and growth strategies that range from conservative to the more aggressive. His management approach relies on a tactical asset allocation process primarily driven by his proprietary technical analysis research. This includes the daily analysis of hundreds of investments that we have selected to represent nine income sectors, nine portfolio management style boxes, 15 financial & industrial sectors and nine international sectors.

We offer a variety of investments to use in creating your portfolio. We can prepare a strategic asset allocation plan for you – using our various investment strategies – designed to help you pursue your investment goals within your risk profile.

International investing involves special risks, including currency fluctuations, different financial accounting standards, and possible political and economic volatility. Investing in emerging markets can be riskier than investing in well-established foreign markets.

Specific-sector investing can be subject to different and greater risks than more diversified investments.

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.