Services

Investment Management

We construct client portfolios with both Strategic and Tactical Asset Allocation. The Strategic Asset Allocation part of your portfolio is a long-term buy-and-hold approach. We diversify across major asset classes and periodically rebalance to maintain your target allocation. Tactical Asset Allocation is an investment approach that can quickly change its risk profile and allocation by moving from one asset class to another. Rather than trying to predict the future, we follow predetermined investment rules that react to established trends in price of various asset classes. Many call this Trend-Following. This strategy takes advantage of long-term positive and negative moves that play out in financial markets. A Trend-Following strategy will use certain metrics that trigger buying and selling. We do not attempt to guess the direction of the market; rather, our goal of following trends is to be invested during established positive trends and to sit out of established negative trends.
ā€œIā€™d rather be the second person going in the right door, then the first person going in the wrong door.ā€

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (419) 355-0279
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Clients

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC. | Disclosure
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