Home 2018-08-23T22:01:12+00:00

Our Mission Is To Protect Your Assets From Loss

Our mission is backed-up with an industry first: an investment agreement which contains severe penalties to our fees if we lose even 5% of your assets (see fee schedule).

We will do what we can to grow your assets. However, we are not so rushed to make gains for you that we are willing to gamble with your money! At this time, the risk of a major market decline is great.

We are extremely cautious and very patient investment advisors. We employ financial technology to measure investment risks and avoid taking unnecessary risks. We will wait and invest your capital when we see safer times to invest.

We will miss “potential profit” that the speculative wave of rising prices may offer. See chart from 1990 – 2000. However, the losses you may sustain from entering the market at the wrong time may be unbearable! See charts from 1966 – 1982; 2000 – 2009; and Oct 2007 – Oct 2012.

Most investment advisors will tell you to buy and hold; that is good for them but not for you. We have a system to show you when the market is safer, and we have the courage to invest when everyone else is selling in fear.

We caution you; for that portion of your assets that you just cannot stand to lose, Sell Today.

At this time, for your “safe money”, we will invest only in the safest of short-term bonds, with no more than 15% to 20% of that money in the safest stocks we know of.

We will be confident, even enthusiastic, to invest your assets after the market falls. And it will fall; we don’t know when, but we’ll get you out of harms way.

Call us to schedule a no-obligation, educational and even enjoyable meeting in person. We’ll discuss your goals and how our methods may be just what you’re looking for.