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our mission

“Our goal is to achieve positive returns regardless of whether markets are falling or rising. We do this with a number of simple strategies that include Asset Allocation, Sector Rotation, Value Investing, and a focus on Income/Growth investments that are not always directly correlated to major indices. These strategies and these type of investments generally require less dependence on market direction, provide investors with less volatility, and can add significant value over time. We are not active investors but we do not believe in buy and hold either. Some investments, particularly, those with tax assisted income and a low correlation to equity indices can be held over the long term. Others require a more active approach. Much of our research is independent of IA’s analysts from services we employ in New York and London.”

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