Proposals

Allow us to demonstrate how our portfolios measure up to what you are doing now. Using cutting edge software, we can provide a historical snapshot of most equity and mutual fund holdings to identify historical risk and reward exposure and then provide a Portfolio Comparison Report that will generate multiple “what if” scenarios to model how your portfolio might behave relative to our proposed portfolio. Consider it a “stress test” of what you currently have. Due to the complex nature of our strategies, we only work through qualified financial advisors and other registered investment advisors.

If you are currently working with an advisor, be sure to provide us with the name and contact information. If you are not currently working with an advisor we will provide a referral to you.