We provide investment research, portfolio management, and wealth management services as a registered investment adviser. We utilize highly sophisticated and proprietary quantitative analytical systems and processes which guide the construction and regular rebalancing ...more

We provide investment research, portfolio management, and wealth management services as a registered investment adviser. We utilize highly sophisticated and proprietary quantitative analytical systems and processes which guide the construction and regular rebalancing of our Model Portfolios. Most importantly, a rules-based system improves the chances for success by helping to answer the question of when to be fully invested and when to be defensive. It also helps to remove many emotional and behavioral biases from the decision-making process that can frequently impair investment performance.

Our focus is on prudent allocation of investment assets using low cost vehicles and strategies that most closely match investment objectives and risk tolerances of the client. We emphasize institutional quality solutions that are fully transparent and make use of the best and most modern practices in risk management and investment theory.less