Overview

Interested in buying, 100% fee based business.

Our investment philosophy is you don’t have to be FULLY invested 100% of the time to do well in the market.

We use a highly disciplined rules-based investing process that takes the emotion out of investing. We believe that no single sector or asset class is permanently superior, but rather sectors and asset classes rotate in and out of favor including cash, as the market environment changes. We aim to capture most of a market’s rally and miss the better part of those corrections that are so severe they can destroy a client’s portfolio.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,199 days old

Business Data

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