The quest for profitable waves

This is not your grandparent's market. The autopilot stock and bond portfolios no longer cut it. Global markets are too complex and dynamic.​​​​​​​​​​

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Many portfolios are fixed over time or adjusted based on your retirement date, but our portfolio adjusts dynamically with the economic cycles.

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Our edge is derived from time-tested quantitative tools that capture trend and relative strength. That is, we pick the right horses that are running the right direction.​

We also track third-party mutual funds to enhance returns and improve portfolio diversification.