There are three basic types of service offered:
Investing for the future:
The focus is on long term growth from stocks, stock funds and bond funds that exhibit strong relative strength to the market and their peer group. Dividends are reinvested to compound growth.
Investing for Income:
The focus is on generating a reliable income stream. An emphasis is placed on yield, dvidend safety, and a record of annual dividend increases to keep up with inflation.
Investing for short term gain:
A relative strength strategy is utilized to identify the top 4 of 40 sectors and the top 4 stocks in each of those sectors. The portfolio is monitored on an ongoing basis and weaker performers are sold and replaced if appropriate market conditions exist. The portfolio is reviewed and rebalanced monthly, if appropraite.
Past performance does not guarantee future results for any of these strategies and there is always the risk of loss even though each strategy includes techniques to manage risk.
Investment advisory services are provided on a "fee only" basis. We don't sell anything and do not receive commissions or any type of compensation from the fund providers or the custodians that hold client funds and execute individual trades.