Our goal is to maximize the size of your investment portfolios to meet your retirement income needs and not run out of money before the end of your plan...
Our Model 1 and Model 2 investment strategies are Diversified Mutual Fund & Sector Portfolios. We use Tactical Equity Allocation to help reduce portfolio risk when market risk is high and increase portfolio risk when market risk is low. Our portfolios are designed using Strategic Adaptive Asset Class & Sector Allocation, Active Mutual Funds and Individual Stocks. Our Model 3 portfolios use Target Date asset allocation funds...
The goal for our portfolios is to outperform their benchmark after all fees over the long term. We focus on low management fees and investments that outperform their benchmarks.