Using tactical investing to preserve and grow client wealth.

“Because we believe that stock prices reflect known information, our quantitative bottom-up approach offers our clients an efficient investment process designed to diversify and optimize portfolios to capture opportunity and avoid significant loss.”

Robert Rafael, President

Dynamic Overlay

Actively investing in Exchange Traded Funds (ETFs), this Flagship Portfolio allocates among broad-based domestic and international equity markets with opportunistic investments in sector ETFs.

Global Strategies

Designed to capitalize on equity investment opportunities throughout the world, this portfolio invests in U.S. stocks and international country-specific and country-blended Exchange Traded Funds (ETFs.)

Dynamic International

Rotating investments among country-specific and country-blended Exchange Traded Funds (ETFs), this strategy seeks to identify and monitor optimal portfolios through in-depth data analysis.

All Domestic Equity

Focused exclusively on U.S. stocks, this investment approach looks to identify portfolio candidates that provide strong relative performance through use of a quantitative, bottom-up process.

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