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Principles & Ethics
We have a strong moral compass
We can confidently say that we have no conflicts of interest with our clients. We have a fiduciary responsibility, first and foremost. Our Declaration of Principles clearly states the ethical guidelines we uphold as individuals and as a firm.
Fiduciary Responsibility
Founder’s Story
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Home
About
Our Firm
Who We Are
What We Do
Why Us
Principles & Ethics
Fiduciary Responsibility
Founder’s Story
Declaration of Principles
Insights
Financial Market Updates
Market Trends
Investment Process
Portfolios
Financial Cycle Portfolio
Factsheet Financial Cycle Portflolio
Performance
Backtested Results
Freedom Equity Portfolio
Factsheet Freedom-Equity-Portfolio
Performance
Backtested Results
Services
Asset Management
Small Accounts
Login
Contact
Financial Market Updates
Momentum and Recovering the 50-Day SMA
2023-09-01
The Inverted Yield Curve and Unemployment
2023-08-01
Is the Stock Market Selloff a Buying Opportunity?
2023-06-25
Is the 2023 S&P 500 Uptrend Another Bear Market Rally?
2023-05-29
Current Stock Market Action – Intermarket Dynamics
2023-03-03