Professional Portfolio Management our unique approach

Our philosophy affirms that portfolios should be designed through a combination of the classic, time-tested principles, PLUS the advanced strategic modeling and management techniques of today. All of our portfolios are designed using this philosophy, as we utilize a process of continuous research in the ongoing management of your portfolio. The end result, provides you with a simple approach to sophisticated investing.

Learn about each step of the portfolio modeling process below, or skip ahead to view every program PLUS in the Overview of Benefits »

Classic Principles

The classic, time-tested principles at the heart of the Buy/Hold Plus program.

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Building A Foundation

The Nobel Prize winning work used to develop a solid investing foundation.

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Advanced Proprietary Techniques

The advanced strategic techniques applied in our proprietary selection process.

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Extensive Ongoing Management

A process of continuous research to adjust to a constantly changing landscape.

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