Our Philosophy: Move With The Market

The most vital element to our investment approach is that we must be able to buy stocks in any area of the market that our research determines is ready to provide the greatest reward. As a result we do not allow our portfolios to be confined to a specific "style box", that is some combination of market capitalization and style that we are mandated to invest in.

Large Cap, Small Cap, Growth or Value, any Sector; our dynamic style cycling approach allows us to allocate our portfolios to take advantage of wherever the greatest potential performance is now.

This method of portfolio management is known as Multi-Cap, Multi-Style investing. As a result you are never "out of the market" when we are manageing your portfolio. In an effort to match what we provide in just one portfolio you would have to allocate among at least nine different funds or managers.

If you were to diversify your portfolio to capture performance in the market as it cycles you would probably own investments in Large-Cap Growth, Small-Cap Value, Mid-Cap Core and so on. Nine style combinations, nine different portfolios.

We know that only three or four of the style boxes are out performing at any given time. This means that if you are not invested in a Multi-Cap, Multi-Style Portfolio, as much as 60% of your portfolio is not working for you.

For a more detailed understanding of our common sense investment philosophy go here.

Multi-Cap, Multi-Style, Dynamic Sector Rotation, One Portfolio - Simply Smarter Investing