Investment Strategy


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Our investment strategy begins with an understanding of your financial goals.  We will use demographic and financial information you provide to assess risk tolerance and investment objectives in determining an appropriate plan of action. Investment strategies ordinarily include long or short-term purchases of stock portfolios, option contracts, exchange-traded funds, no-load mutual funds and fixed income securities.

Investment recommendations are based on an analysis of the your individual needs, and are drawn from research and analysis.  Security analysis methods may include the following:

  •  Fundamental analysis
    We attempt to measure the intrinsic value of a security by looking at economic and financial factors to determine if the company is underpriced or overpriced.
  • Technical analysis and charting
    We attempt to determine the trend of a security by studying past market data, including price and volume.
  • Cyclical analysis
    We attempt to identify the industry cycle of a company to determine whether the company is in a market introduction phase, growth phase or maturity phase.