The goal of the portfolio is to provide absolute positive returns in any market environment. To accomplish this goal, we primarily feature equities that are in sync on both a fundamental and technical basis with a time horizon of six to twelve months. Sector analysis is an integral part of the process and each stock is given a target price and stop loss point. For each stock, stop losses and price objectives are strictly adhered to keeping the likelihood of success in the investor's favor. We typically select stocks with good risk/reward characteristics and upside potential of 20% or higher. Although we are sensitive to the benefits of long-term capital gains, each recommendation stands on its own merit regardless of time frame.

Minimum: $250,000

EQUITY STRATEGIES STRATEGY

Our stock analysis methodology incorporates economic, fundamental, quantitative, and technical analysis. The process is a "top down" view of current economic trends and their potential impact on interest rates and corporate profits, the primary factors driving security prices. This overview is coupled with a "bottom up" stock selection process screening various data sources to help identify fundamentally sound companies that we believe have good growth prospects over the next one to five years. The portfolio holds up to 25 positions at a time.

We then employ "point and figure" technical analysis to identify general market trends, sector risk levels, and buy and sell signals on individual stocks. Point and figure charting also provides us with entry points, target prices, and stop loss points on individual stocks. From this process we attempt to determine those stocks within particular market sectors and industry groups that appear to have the greatest potential for appreciation with the least amount of risk over the stated one to five year period.

We believe the combination of these disciplines of fundamental and technical analysis helps put the odds of success in our favor, separating us from our competition. We begin the recommendation process by reviewing a list of approximately 4000 securities. Employing the aforementioned fundamental and technical methodology we narrow the list to provide timely and appropriate investment and trading ideas.

This portfolio is suited for investors seeking a core equity strategy for their investment portfolio. Due to the expected higher turnover rate, this portfolio is ideally suited for tax qualified accounts or for investors with low tax sensitivity.