Our number one priority is to attempt to keep clients out of trouble.
Outcomes Delivered by Discipline
Since 1987, our investment disciplines have sought to help investors limit downside risk and grow their wealth. Through the years, we have remained committed to our truly tactical, rules-based investment process. Using decades of strategic research and our rules-based disciplines, we provide solutions that can complement investment portfolios, and strive to help advisors and their clients meet their investment goals.
Every good investment manager should be able to answer the questions "When do you buy?", "What do you buy?", and "When do you sell?" For us, the answers to those questions form the foundation of a tactical approach that has served investors for more than 35 years.
Our Disciplined Process
Our truly tactical rules-based investment disciplines only buy when our decision rules show an uptrend has begun or is in progress. We don’t just look at share prices, but use exponential moving averages to help drive our decisions.
We use an extra moving average for a Buy, because we want more evidence that a new uptrend may have started for us to put money into risk, than to take money out of risk (Sell signal).
We treat a Sell signal as a mandate (we sell to prevent any possibility of further damage to the account). A “Sell” signal occurs when the price rises below the recent high of the lower band.
More About Buy & Sell Signals