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Our Services

Active Investment Management

The financial industry is dominated by a few large trading models. Recently, these big players have influenced many asset allocation models and the "buy and hold" technique. 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.