CALIFORNIA CONSUMER

Our mission is to help our clients renew their hope that will propel them forward to their financial goals. We believe that a reliable risk management system should include both Modern Portfolio Theory and technical analysis using the Point and Figure Methodology... The conventional wisdom of risk management is "modern portfolio theory" (MPT) formulated by Harry Markowitz in "Portfolio Selection" in The Journal of Finance March 1952. Please keep in mind that MPT is a theory and not a irrefutable law. Stated simply MPT says investors can minimize market risk for an expected level return by properly diversifying their assets (asset allocation). In other words, "buy-and-hold for the long-term" and "don't put all your eggs in one basket". We believe in this theory. However, we, also, believe that relying on Modern Portfolio Theory alone may not work for you. It may foster a false sense of security... I must comment on my family. They are my joy. Mary Leigh, my wife of many years is..

Primary location: Loomis United States