Newsletter is Currently Shut Down
This Site is Now 'Under Construction'
We have stopped offering our newsletter and model portfolios in order to use our actively managed investment strategies for private investment management. In the future, this website will function as a free service to provide information about the practise of "Active Investment Management". Here is what we intend to provide easy access to:
- Articles and Commentary about Active Management
- Academic papers on the performance of Active Management strategies
- A Database of Registered Investment Advisors providing actively managed investment services
- Data on a New Index of actively managed mutual funds
What is Active Investment Management? Think of it as a new approach to portfolio management that seeks to address the weaknesses of traditional "Buy and Hold" practices. The traditional approach of constructing investment portfolios based upon "Asset Allocation" is simply the application of Buy and Hold to a collection of multiple asset classes. As many investors now realize, even well diversified portfolios, constructed according to traditional Asset Allocation principles, can take serious and painful losses during "bear market" conditions. To address this fundamental shortcoming, practitioners of Active Management apply new strategies to reduce a portfolio's exposure to long periods of negative performance in each individual asset class. The intended result is less risk for equivalent ...and sometimes improved ... long term portfolio returns.
Actual Return This Year
Actual 5 Year Return Since Jan. 2003
Make Higher Investment Returns - With Less Risk - Over the Long Term
For Large and Small Investors Alike –Strategies Based on Objective Analysis
Our mutual fund
Model Portfolios help you manage your money like a Pro by reacting quickly to changing market conditions. They manage risk and increase long-term returns more efficiently than traditional investment strategies. You can:
- Benefit fully from bullish stock markets
- Protect your money in Bear Markets
- Even make money during Bear Markets
- Use Index Funds or Exchange Traded Funds
Computerized analysis of stock market supply and demand factors cuts through market “hype”. Our Model Portfolio strategies show you how to allocate your portfolio between different investment choices and keep you focused on long-term growth.
- Makes disciplined investment easy
- Eliminates having to sort through the conflicting advice of market “experts”
- Helps you make timely decisions
Invest the Easy Way with Index Mutual Funds or Exchange Traded Funds (ETFs)
“Growth” and “Conservative” Strategies For Taxable and Tax-Deferred Accounts
Simplify your investing and easily diversify risk with
mutual funds,
index funds and
exchange traded funds that track the major market indexes. Be able to respond quickly and nimbly to take advantage of changing market conditions.
- More cost-effective than trading stocks
- Makes it easier to be fully diversified
- No need to chase mutual fund manager performance
If you are approaching retirement or just beginning a family, we offer a variety of strategies to meet different needs. Successfully manage investments in various types of investment accounts:
- 401k, 403b plans and IRAs
- Accounts with Mutual Fund Companies
- Taxable brokerage accounts
- Tax-deferred annuity plans
If you are a long term investor with ambitious financial objectives, but a limited appetite for risk, then you need advanced technology like this to inform your investment decisions...
