Investment Management Services

Our Investment Management Process

Traditional investments often follow the same three steps. Our process adds four critical steps that we believe help create better investment options.


Client goals are established.

The advisor and client establish the goals for the portfolio and determine a plan of action.


Risk profile is assigned and investment strategy is selected.

The advisor and client select a portfolio strategy based on client goals and risk tolerance.


Optimal securities are chosen from approved list.

Based on steps 1 and 2, each client’s portfolio is assigned a dedicated universe of investments for the technology to analyze.


Mutual funds and ETFs are monitored daily.

At the end of every day, our technology measures the prices of the investments contained inside the portfolio.


Mutual funds and ETFs are given a composite score.

Each investment inside of the model is assigned a composite score over the analysis period to determine how each investment is behaving in the current market conditions.


The most productive mutual funds & ETFs are selected.

The technology selects the combination of investments it deems to be the most productive based on the current market conditions.

Our Technology Difference

Our technology utilizes sound mathematics and empowers each piece of the portfolio to identify and move towards productive asset classes. Traditional methods often penalize investors with predetermined allocations and prohibit investors from seeking safety in times of market stress.

Traditional Strategic Asset Allocation Approach:

Portfolio is rebalanced by taking from winners and giving to losers.

Portfolios begin with target weightings and are often rebalanced annually to the original targets, regardless of market conditions.

Tactical Asset Allocation Process

Each piece of the portfolio competes with other asset classes or cash to find optimal productivity based on the most current market environment.

Unproductive investments are replaced with those showing the most strength.

Measure. Analyze. Execute.

Every night, our technology takes precise measurements of mutual funds and ETFs. Each price is examined using 7 finely tuned mathematical formulas. Each formula is combined to create a composite score for every investment and recommend what to buy, how long to hold it, and when to replace it.

Here are four of the seven formulas that help us make these informed decisions.

Formula A

This indicator determines the strength of the “current” price compared to the target price over the length of the analysis period. The current price is calculated by smoothing the recent days to smooth out uncharacteristic spikes.

Formula B

Mathematically determines how the prices move daily over the analysis period, with the dynamics of a loss impacting the overall result.

Formula F

Mathematically determines the percentage of movement daily over the analysis period, with consideration given to the dynamics of a loss.

Formula G

Determines how the price performed over the length of the analysis period with no regards given to price movements through the analysis period. The compared metric is calculated to reduce the influence of uncharacteristic price spikes.

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