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Our Investment Process

Active | Evidence-Based | Adapts to Changing Markets

We screen thousands of mutual funds and ETFs to identify funds that we’d be willing to invest in when they are doing well.

We classify funds by risk level in order to separate the most aggressive funds from the most conservative.

We rank funds by recent returns and invest in the top-ranked funds. We sell funds that don’t continue to perform and reinvest in new top funds – a process we call Upgrading.

Investment Strategies

Equity
Equity 

An active approach to equity investing that’s designed to capitalize on global market trends. Tailored to align with your risk and goals.

Sustainable
Sustainable investing

Environmental, social and governance (ESG) integrated approach that seeks to capture global market trends while rewarding funds that aim to make a positive impact. Customized to support your values and goals.

Tactical
Tactical

A risk-mitigation approach that seeks to maintain lower volatility than the broad equity market by using options and other tools to hedge its stock exposure.

Flexible Income
Flexible Income

Award-winning flexible approach to fixed income that targets opportunities for gains in the bond market. Seeks to mitigate risk by limiting exposure to more volatile areas of the bond market and through active management.

Take the First Step

Let’s set up a time to talk and see if we’re a good fit.