facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Services

Active Investment Management

The industry is dominated by a few large trading models. Recently, many asset allocation models and the "buy and hold" technique have been influenced by these big players. We believe in using our resources to care for our families and others. Rather than passively investing and hoping for the best, we use a proactive approach.

Our strategy involves:

  • Technical analysis
  • A rules-based approach
  • Monitoring large players' actions
  • Adjusting investments based on risk levels
  • Moving to cash when risks arise 
  • Investing in areas of interest to major players
Check the background of this firm/advisor on FINRA’s BrokerCheck.