WE’LL CREATE YOUR INVESTMENT STRATEGY AND THEN EXECUTE PORTFOLIO MANAGEMENT
YOU NEED AN INVESTMENT STRATEGY
Investment Strategies aren’t created equal. We employ active portfolio management to select low cost ETF’s, individual stocks and equity/index options. We utilize fundamental and quantitative models to select assets we beleive will match an approapiate level of risk with reward. We use asset allocation methods which follow modern portfolio theory, implying when one asset goes down in value, another goes up in value.
A portfolio strategy is critical to achieving your retirement and income goals.
Our mission is pretty simple. We help individuals grow and protect their assets. We are risk managers, we help optimize your portfolios to match an appropiate level of risk with an acceptable level of return.
We Utilize Advanced Portfolio Management Strategies To Serve Our Clients Interests
For clients seeking only portfolio management services, we create a detailed portfolio allocation that gives the client a personalized and diversified Portfolio Allocation. Through the Portfolio Management side of the business, we invest clients using active management strategies. We “Stock Pick” and use options to create a tailored client portfolio
We manage clients portfolios utlizing a vareity of Fundamental Methods and we employ a Buy/Write and Put/Write strategy for index and equity holdings in client portfolios. We use statistics to drive investment decisions in portfolios and utilize options pricing models to optimize the performance of buy and sell transactions