277 East 3rd Avenue,
We focus on long-term investment strategies based on sectors and asset classes believed to be in a long-term uptrend to work on building wealth. This allows us to look past short-term volatility to help decrease stress and focus on your goals in the long term.
Once allocated, there is no greater importance than tactical rebalancing of a well-diversified portfolio. Today’s underperforming asset class is tomorrows best value. While undergoing this process we monitor manager performance on a specific and structured timeframe and make changes as necessary to ensure adherence to firm’s investment philosophy
For a more detailed description of our investment process check out our Investment Philosophy.
*Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies. Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost and does not assure a profit or protect against a loss. Investors should consider the tax consequences of moving positions more frequently.