526 Carnforth Drive,
Seeks long-term growth expectations in excess of the S&P 500 index average.
Invests in companies with a strong financial foundation.
Applies a Growth at a Reasonable Price (GARP) approach to identifying companies for investment.
Will employ hedging and/or leveraging techniques when necessary or opportunistic, utilizing exchange traded funds: long, inverse, leveraged (long and short) to achieve desired results.
Combines both the benefits of dividends and modest growth.
Seeks out stocks and ETFs which pay dividend yields in excess of the S&P500 (SPX) while exhibiting low relative historical realized volatility.
Returns seek to beat the S&P500 Low Volatility High Dividend Index (SP5LVHD)
Complements the Growth Strategy when combined, as it balances long-term growth with long-term income.
Trading activity based on tactical time periods utilizing over 60 years of data.
Avoids technical indicators such as chart analysis, Bollinger Bands, or Dow Theory.
Creating a time horizon framework rather than range or stop/limit-based construct
Utilizes ETFs: long, inverse, leveraged (long and short) to achieve desired results.
This represents the riskiest and most volatile strategy in our portfolio of offerings.
American Consumers are spenders not savers. This strategy focuses on where consumers spend money and when they spend – i.e. holidays, life events, home purchases, education, etc.
There are many sectors which are covered such as: retail (online and bricks & mortar), restaurants(QSRs and casual dining), homebuilding, automotive, luxury brands, travel, payment processing, etc.
Focuses on capital preservation with stable income generation over time.
Holdings may include high grade corporate bonds, preferred stocks and structured notes.
Tailored strategies can be created to mitigate risks of higher interest rates and inflation.
Want to add a layer of diversification? Alternative Investments are a good way to add products and additional sources of return to your portfolio not offered through the stock market.
Only available to Accredited Investors in accordance with security regulations.