Investment Philosophy

Market Risk

Markets have shown us time and time again that they can experience significant drops. Our investment offerings are designed to mitigate downside risk while allowing the potential to capture upside gains.


We believe in the importance of diversifying across different asset classes. We actively manage these classes with the intention of only being invested in those that are trending up.

Rational Investing

Many investors suffer the pains of making investment decisions based on emotion. Fear keeps them from buying after a market decline and greed keeps them from selling after a market rise. Our investment decisions are determined using mathematical, rule based strategies, thereby removing emotions from the investment process.


We think that investors should understand their investment products. We believe in the importance of face-to-face meetings with investors to discuss our investment strategies and the products we offer.