Started business in March 2018. We focus on Managing risk first. Offer several strategies based on quantitative proven trend models which helps determine risk on/risk off with our leveraged strategies or hedge on/hedge off for a core asset allocation strategies. Offer a managed individual stock model which combines 3 concentrated equity portfolios of 10 stocks in Value, Core, and Growth for a total portfolio of 30 stocks. We are focused on individual investors.
We are looking for advisors to grow our book or sub-advisory relationships.