"For conventional results, take a conventional approach."

The conventional strategy of buy and hold with a predetermined mix of stocks and bonds based on your age has a few fatal flaws. It assumes that what is true today will hold true into the future. The stock market is dynamic and ever changing. The emergence of computerized trading and hedge funds has created a landscape unrecognizable to an investor from the 1950's. Why then is most investment advice based upon principles from that era?

Our unique approach combines a global perspective seeking to identify supply and demand inefficiencies. We then take early investment positions to capitalize on longer term cyclical trends. If only 20% of Chinese citizens have potable water, yet China has the largest treasure chest of money to industrialize, we will place investments to benefit from that scenario. If the US Treasury decides to print billions of dollars annually thereby devaluing our currency, we may look abroad for an alternative currency in which to invest.

While our global macro approach is designed to put us on the right side of a developing trend, we couple that with a number of technical tools to assist with timing the purchase and gauging market sentiment. If a large percentage of the companies within an index are making new lows or showing negative trends, there may be no reason to risk assets in the market.

Planes still require pilots, just as portfolios require management. We take active steps to manage your portfolio in turbulent times. There is no replacement for a seasoned, forward looking manager.