For those who seek a professionally managed portfolio, our investment management service provides strategies to accomplish your needs for growth, income or preservation of capital. We utilize a Tactical Index (TI) investment strategy that is a disciplined approach that determines buy/sell trigger points based on behavioral market trends. The essence of the strategy seeks to capture upside trends while limiting exposure to significant market declines.
You will receive progress reports to ensure we’re on track to reach your goals.
$100,000 account minimum