Wealth Management Customized for Your Unique Situation

Our Investment Philosophy: Deliver superior risk adjusted investment results, while being adaptive and nimble at controlling investment risk 

  • Is your portfolio being managed properly for growth and increasing retirement income?
  • Is your current advisor providing the financial advice you deserve and expect?

Our investment management is different

All of our Global Tactical Opportunity Portfolios (GTOP) focus on Adaptive & Active Investment Management.  Timely portfolio adjustments when necessary and risk management when we need to get defensive.

We do not believe in "buy and hold, asset allocation" pushed by Wall Street firms and Banks. Which in our opinion does little for their clients or their portfolios. You are probably experiencing that right now.

Our investment management provides an Adaptive & Active Strategy

We utilize a multi-strategic investment strategy:

► Adaptive & Active Investment Management, because there are times when investment changes need to be made to your portfolio.

►Risk management of your portfolio. We will move into more defensive investments, "Asset Protection Mode" when necessary, like in a recession.

Is a Risk Management Strategy important to you?  

Do you remember the 2000 or 2008 market crash?  We find 95% of investors and their advisors have No Risk Management Strategy. None.

"Unfortunately, history shows those who have No risk management strategy have brutal consequences on their portfolio and retirement security." 

Our Global Tactical Opportunity Portfolios (GTOP) encompass all broad-based investment sectors, not just stock or bond investments.  

We utilize low cost ETFs /Exchange Traded Funds within our client portfolios to reduce cost, increase liquidity and assure proper asset sector adherence.

As an active money management firm we work diligently to manage the investment risk in your portfolio, making portfolio adjustments when necessary.

Sometimes that means going to Cash or alternative safe investment assets when our GTOP investment strategy signals it is time to get conservative, like in a recession.

Custodian and Safety of your Accounts - All our managed accounts are Custodian with TD Ameritrade one of the largest Custodian firms in the world. SIPC Protection TD Ameritrade, Inc. is a member of the Securities Investor Protection Corporation (SIPC). Securities in your account protected up to $500,000. For details, please see www.sipc.org. (link is external)Additionally, TD Ameritrade provides each client $149.5 million worth of protection for securities and $2 million of protection for cash through supplemental coverage provided by London insurers. 

Fee-Only Wealth Management - Fiduciary standard of care

There is a Difference...Call us for a consultation. 800-618-8577

A Fee-Only SEC Registered Investment Advisor.

Working with investors who have $500,000 of investment assets and greater.