Traditional Investments

Core Equity Portfolio

Though there will be active managers that outperform the “market” in a given year or time period, the ability for most equity managers to consistently outperform for long periods of time is extremely rare. Therefore, we believe that a well-diversified portfolio of passively managed funds provides investors with greatest opportunity to reach their long-term goals.

We help investors reach long-term goals. We build a well-diversified portfolio of passively managed funds, utilizing low-cost index ETFs, and incorporating macro analysis and technical analysis to help ensure we are reducing risk while enhancing returns.

Sector Rotation Portfolio

The Sector Rotation Model is designed to identify major themes in the market and to have exposure to those sectors controlled by demand and eliminate exposure to those sectors controlled by supply. When analyzing the various sectors of the market, we have found that there has been a substantial difference between the best and worst performing sectors in a given calendar year. It is this dispersion of returns that creates the opportunity for a relative strength evaluation process to identify worthwhile trends to follow, as well as those critical to avoid.

Fixed Income Portfolio

Unlike Equities, active management can play a key role in overall performance of a client’s fixed income portfolio as interest rate cycles move slower. By structuring a portfolio that properly balances credit, interest rate, and liquidity risks, we believe that we can provide clients with total returns that assist them in achieving their goals, regardless of the direction of interest rates.

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