Our Investment Philosophy
Almost fifty years of experience created our proprietary algorithm to guide our investment approach.
The algorithm identifies risks in the markets, which determine our investment allocations. This provides a systematic investment philosophy where human emotions are reduced.
Protect and Grow Our Clients Wealth While Minimizing the Emotional Distress That Comes Along with Investing
How We Make Decisions
Business Cycles
Having a basic understanding of the relationship between interest rates, the market, our economy, and commodity prices is important. Our experience suggests that the economic and business cycles lag the markets which lag the bond prices.
Investor Sentiment Monitoring
From rallies to corrections, we keep a close eye on consensus sentiment at key market levels to analyze levels of risk, confidence, and valuation expectations.
Risk Barometer Indicators
We monitor a variety of technical, fundamental, and sentiment indicators to understand timing for the best opportunities to acquire equities – or to sell and reduce equity investments when risk levels are high.