The goal of the portfolio is to provide consistent, above-benchmark returns on an annual basis. To accomplish this goal, we feature stock sector exposure through the utilization of Exchange Traded Funds (ETFs). Sector analysis is an integral part of the process and each ETF position is given a target price and stop loss point. Stop losses and price objectives are strictly adhered to, keeping the likelihood of success in the investor's favor. We typically select ETFs only when there exists a favorable 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

SECTOR STRATEGIES STRATEGY

The Sector Strategies investment 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.

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 sectors and industry groups that appear to have the greatest potential for appreciation with the least amount of risk.

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.

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.