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Our proprietary technical analysis does not tell us whether the market, or an individual stock, is at the top or the bottom, but it does tell us when conditions are favorable or unfavorable. When things are bad, we usually elect to hold cash and look for alternatives to money markets to enhance yield. When conditions improve, we move cautiously into individual stocks, ETFs, and select closed-end funds. Once a purchase is made, we use a trailing stop to protect the client from a rapidly falling stock market.
You will have online access to your account balances and holdings 24/7, and when you need help or have a question, you get a prompt, professional, confidential and courteous response, whether in person or by phone or e-mail. You decide how often you want to meet with an advisor to review your investment performance. You will receive monthly account statements from your custodian or broker and quarterly performance reports from us. You can also count on us to work seamlessly with your CPAs, estate-planning attorneys and other trusted advisors. In fact, you may have been introduced to us by a trusted advisor.
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