Broker Check

Investment Strategies

<b>Equity Growth Strategy</b>

Equity Growth Strategy

  • 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.

<b>Dividend Value Strategy</b>

Dividend Value Strategy

  • 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.

<b>Index Absolute Return Strategy </b>

Index Absolute Return Strategy

  • 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.

<b>Consumer Discretionary Strategy&#160;</b>

Consumer Discretionary Strategy 

  • 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.

Fixed Income Strategy

Fixed Income Strategy

  • 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.

Alternative Investments

Alternative Investments

  • 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.

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