• Institutional
  • Individual

Our style of investing combines value investing with momentum trades.  In short, our portfolio consist of value stocks that have recent positive price action.

We design diversified portfolios  that are intent on generating attractive returns independent of macro outcomes and without “calling the market,” while considering macro factors at all times.

Our investment decision process utilizes value and momentum investing using fundamental and quantitative tools which provide guidelines for the allocation of assets and also assists us in determining growth rates for dividends, earnings and book values.

Portfolio development, involves selecting financial instruments and structuring them in such a way as to realize the client’s goals and objectives.  We take several factors into consideration such as the client’s income needs, investment goals, risk tolerance, funding schedule and possible restrictions.

Our style of investing combines value investing with momentum trades.  In short, our portfolio consist of value stocks that have recent positive price action.

We design diversified portfolios  that are intent on generating attractive returns independent of macro outcomes and without “calling the market,” while considering macro factors at all times.

Our investment decision process utilizes value and momentum investing using fundamental and quantitative tools which provide guidelines for the allocation of assets and also assists us in determining growth rates for dividends, earnings and book values.

Portfolio development, involves selecting financial instruments and structuring them in such a way as to realize the client’s goals and objectives.  We take several factors into consideration such as the client’s income needs, investment goals, risk tolerance, funding schedule and possible restrictions.