For the majority of our investment programs, our philosophy is based on sector and style
rotation. We have found that ETFs and mutual funds provide the most efficient and cost-effective method
to implement this strategy. We believe that different sectors, or industries, within the
market come into and fall out of favor. History has proven this theory to be true. (See charts below)
Using our own specialized indicators, we attempt to identify and capitalize on the upward
momentum of the sectors in favor. In the same way, we seek to reduce the risk in our portfolios by keeping capital
preservation a priority and avoiding sectors that we believe to be out of favor. Furthermore, we review our
portfolios daily to make sure we are within our clients' risk / reward threshold, striking a happy medium
between long and short-term investing.
For historical performance data please call 1-800-767-2595.
