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Practical Investment Guidance Enhanced with Technology

Client Centered

Technology has interwoven itself across the broad array of industries within our country and around the world. It has made processes more efficient and allowed for things to become reality that were once only science fiction. It has become an integral part of all our lives. Nearly everyone has a smart phone that has more computing power than what NASA used to send astronauts to the moon.

Your phone can tell you what the weather will be like for the day before you leave your house, so that you can dress appropriately. Imagine ignoring your weather app and wearing the same set of clothes every day. Some days you would be comfortable, but other days you would be too hot or cold. It seems silly to think you would choose to do this with your outerwear, but this is how your investment accounts are managed.  Your accounts are likely always holding the same investment allocations without consideration to the current market environment. 


Client Centered


The industry that manages your investment account hasn't fully embraced the technological potential for money management. Many in our industry have chosen to remain in the 1950s by following Harry Markowitz's ideas from 1952. Harry's idea was that owning two assets was less risky than owning one. From that, he developed the idea of risk reduction by diversification, and his idea became the Modern Portfolio Theory. His theory functions on building a portfolio of many different asset classes and holding those assets indefinitely, regardless of market direction (buy and hold). This became the way our industry operated, and still operates today. Yes, in theory, managing investment accounts in this fashion does reduce risk*, but we believe that it doesn't equate to efficient portfolio management and ultimately could hinder portfolio growth over time. We also believe that the Modern Portfolio Theory no longer qualifies as modern, as it's nearly 70 years old. 


We have chosen to buck the industry by embracing technology as part of the suite of investment solutions we offer. Our clients have access to our cutting-edge investment technology managed with artificial intelligence that provides buy and sell recommendations for our clients' portfolios. We have removed emotion from money management by adopting a systematic and consistent process that forces investment companies and asset classes to compete against one another in order to earn a spot in your portfolio. Our technology runs millions of iterations nightly attempting to find opportunities for growth or safety based on current market conditions. With the world and markets changing at an increasingly rapid pace, we believe modern-thinking investors need an investment strategy that utilizes the best technology has to offer. 

If you are in the market for financial guidance, or if you would like a second opinion, we'd like to invite you to have a conversation so that we can show you how our process and strategies can make a material difference in your life.



*Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses. Investing involves risk, including the potential loss of principal. Past performance is no guarantee of future results. Investment decisions should be based on an individual's own goals, time horizon, and tolerance for risk. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact your financial professional for a prospectus and read it carefully. 

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