Private Wealth Management
Our Advance and Protect Strategy* is a capital preservation model with an offensive strategy. Its primary directive is to control risk. The objective of the process is to capture growth when the market is rising and protect capital when the market is falling. We use quantitative and qualitative strategies to help work toward this goal. Quantitative strategies include a number of metrics which reveal entry and exit points. Qualitative strategies include a deep understanding of the fundamental trends in the economy, markets and instruments in which we invest. This strict buy and sell discipline is the foundation of our Advance and Protect Strategy. Our process automatically changes your investment mix as the market cycle evolves.