Below is our investment process and risk management strategy at work. So, why us? Because our strategy is a repeatable investment process to achieve reasonable risk adjusted return in bull markets and protect capital in bear markets. Many portfolio managers can perform in bull markets, but they cannot consistently outperform the benchmark. And by being invested 100% of the time, they do not protect capital in bear markets either.

The questions, then, are… “What is the client paying for? What is their value added for the client?”

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