Discretionary Wealth Management
In today’s world of investing, there is a tremendous amount of “noise” that exists. From endless amounts of financial magazines and TV shows, to fake news and political propaganda, to social media and headline feeds, we are inundated by a continuous flow of information, some important - most useless. To complicate matters further, our biases and personal beliefs can often cloud our own investment judgments - especially during times of high stress (i.e. experiencing a market crash) or euphoria (i.e. earning a big return).
After pouring over numerous investment research papers and testing a variety of different investment models - some based off instinct and others based off data -- we’ve concluded the best approach to achieve consistent, long-term success is to take human emotions completely out of the equation. This led to us developing an investment model that utilizes pricing data to take advance of strong uptrends in different markets around the world, while also managing risk in an extremely thoughtful manner.
We refer to these mandates as our Risk Managed Momentum portfolios
How It Works
Investment Policy Statement
Monitor & Report
Feel free to schedule a call and we would be happy to give you a complimentary analysis of your financial situation.