1. ASSET ALLOCATION

Most advisors stop here.

Using our "Investing Best Practices" we will build a globally diversified portfolio designed to:

• Reach your goals

• Within your risk tolerance and

• Time frame 

Then the hard work begins...

2. HEDGE STRATEGY

A twelve step “risk thermostat” proprietary program modulates as the equity market bull/bear cycle progresses and hedges when most advantageous.

As the economic tides shift, we transition holdings to capitalize on both Bull and Bear environments, thus providing a worry free, all-weather solution for the long-term.

• Call writes are used as a first layer of hedging after parabolic moves



• S&P Puts are then added during waning momentum

• Lastly other long term tactics employed should a bear market develop