Model Portfolio

We provide several investment models based on the type of investing you prefer and on your risk profile.

Our tactical model  is a proactive investment strategy where we use technical analysis of the market to manage market risk.  This is not a market timing strategy, but a momentum analysis using charting and market relative strength.  Call us to see if you could use this approach in your investment portfolio.

Our risk-based models are used to match your risk profile.  We determine your risk score by sending you a short questionnaire and matching that score with a model with a similar score.  See our Risk Analysis page to get started.