Serving individuals, families, trusts, & retirement accounts
Note: Our managed accounts tend to outperformed the major stock indexes through full cycles because we emphasize avoiding losses. Not having to earn back losses is more profitable in the long run than trying to outperform when the market is going up.
- Emphasizing the importance of asset allocation
(Being in the best market and best sector at the right time)
- We believe in fundamental value investing and portfolio diversification.
- The majority of our accounts are risk averse and seek conservative prudent management.
We do offer more aggressive hedge accounts for qualified investors. Proprietary investment strategies employ The Nomothetic Theorem.