Investment Process
We create, manage, and monitor investment portfolios using a proprietary blend of open-end, closed-end, and exchanged-traded mutual funds.
Our investment objective for each portfolio is to achieve equity-like returns with less risk.
We achieve this through the combination of two distinct investment strategies:
| 1. |
Value (what’s cheap) |
| 2. |
Momentum (what’s working) |
For tactical shifts within the portfolios we subscribe to three rules of investing as put forth by Ned Davis Research and Riverfront LLC:
| 1. |
Don’t fight the Fed |
| 2. |
Don’t fight the Trend |
| 3. |
Beware of the crowd at extremes |
We utilize investments across five major asset classes:
| 1. |
Domestic equities |
| 2. |
International equities |
| 3. |
Alternatives (commodities, real estate, currencies, hedge-fund strategies, etc.) |
| 4. |
Fixed Income |
| 5. |
Cash |
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