Our Services

We primarily use a time tested, rules based strategy based on trend following. It is flexible enough to deal with the changes in the markets that inevitably occur.

We work almost exclusively on fee only basis. This is charged as a small percentage of the account assets in advance on a quarterly basis. Refunds are credited for withdrwals or terminations for any as yet unearned time. This creates an alignment of interest between us and our clients. The only way we can do better on a given account is if the client does better.

We are committed to helping clients reach their financial goals while dealing with the changes in their circumstances. The bulls eye is financial independence.

 


  • Tax management
  • Investment management
  • Retirement strategies¬†
  • Estate conservation
  • Insurance and annuity products