Our Process and Principles
- Utilize multiple analytical tools to assist in decision-making and determine weightings.
- Identify investment themes believed to be in a positive price trend.
- Determine a suitable way to invest in that trend.
- Monitor investment behavior trends in accordance with Wealth Plan.
OUR CORE PRINCIPLES
- Flexible - portfolio construction
- Adapt - to major changes in market conditions
- Plan - but be ready for anything
- Avoid - the big loss at all costs
- Invest - for income now and in the future
- Defense - comes first
- Willing - to go with and against the tide
Our ultimate objective is to work toward advancing and protecting your Irreplaceable Capital.