Our 4-step game plan for investing

  1. Determine whether the market risk is high or low
  2. Determine which sectors appear to offer the best risk/reward
  3. Determine what to buy based on fundamental analysis (earnings)
  4. When to buy or sell is based off technical analysis (charts)

Active management using a
risk-reward model


We believe our practice is different from most because we combine the use of technical and fundamental analyses to thoroughly examine the risks and rewards for specific asset categories, and then determine the most appropriate categories for you. Some advisors use these techniques independently.

Technical analysis

Technical analysis is the cornerstone of our practice. We use an authoritative stock chart indicator to help indentify past patterns that suggest what a security may do in the future. We also have access to up-to-the-minute market data and breaking news, as well as sophisticated portfolio management and financial planning software.

Fundamental analysis

Fundamental analysis is a thorough evaluation of current economic and industry conditions as well as the financial state and management of companies. We use this to determine a company’s underlying value and potential for growth – key factors that help us decide if it’s a good investment for you.

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.