Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. 

  • Individual
  • Joint
  • Children Custodial
  • Individual IRA
  • Pension
  • Corporate
  • Trust

Investment Strategies

Investment Programs

Accounts We Manage

We employ market-timing modelsthat we have developed to trade equity, long-term bond and money market ETF funds.  When we expect advances in these markets, we will place capital into the appropriate ETFs.  When we expect declines in these markets, capital will be placed into inverse ETFs to earn profit while the market is declining.  When our trading system does not find a profitable entry point into the market, capital will be placed into money market funds to earn interest.  Our strategy is a combination of: (i) selecting from a diversified mix of sector ETFs using an investment model that has a close correlation with the Dow Jones Index, S&P 500 Index, Russell 2000 Index, the NASDAQ 100 Index, and various international Indexes; (ii) proprietary algorithms and trading methodologies for finding the greatest common denominators for these investments based on percentage of movement and relative movement; and, (iii) momentum indicators, such as, trend breakouts, regardless of direction, for enhanced performance and participation in major market trends and sector trends.

Utilizing our timing models, entry points into the market will be broken into four strategic categories: Aggressive Growth, Growth, Income, and Performance Trading.  The first three strategies seek to provide you with long-term capital appreciation through an actively managed portfolio of sector ETFs based on your risk tolerance.  The Performance Trading Strategy goes beyond the scope of the other strategies to magnify the income return potential.  Such investment strategies may or may not include a combination of the following strategic programs depending on your qualifications. 

Aggressive Growth​​

  • Style: Actively Managed - Strategic and Disciplined


  • Style: Actively Managed - Stable Growth


  • Style: Actively Managed - Low Turnover

Performance Trading

  • Style: Actively Managed - Strategic​​