We offer Separately Managed common stock accounts and subscription services
to Institech, our proprietary technical stock market research.

Portfolio Accounts:

Asset appreciation with reasonable risk. Broadly diversified, solid performing managed accounts.

The portfolio management we offer is a unique blend of our own specialized technical analysis overlaid with outside independent fundamental research. This combination provides a solid basis to build the broadly diversified stock portfolio that is so important to help mitigate investment risk.

We’ve developed a successful growth style of portfolio management that has achieved long-term results with broad market diversification at reasonable risk.

Investment Style…

• Our management style is described as a multi-cap Growth approach featuring small, medium and large sized companies. We combine our original technical analysis with independent fundamental research and focus on stronger stocks with exceptional earnings growth.
  
  
• The fundamental research tells us what to buy, our technical analysis determines when to buy or sell.

• Our primary management objective is long-term capital appreciation with reasonable risk.

Investment Process…

• We start the investment process with a top down view using our INSTITECH technical research to analyze the market in general and its constituent common stocks in particular. Our proprietary research covers over 4000 stocks every week.
  
  
• Once the overall market posture is determined, we shift to a detailed bottom-up analysis identifying specific stocks and industry groups that are currently, and have been, performing better than average.
  
  
• We are active portfolio managers. Our discipline attempts to capture current market opportunities wherever they occur through the use of our dynamic technical indicators.
  
  
• During up or Bullish periods the accounts are fully invested, with very little remaining in cash.
  
  
• During down or Bearish periods new buying is halted. The normal process of gradually selling the weaker issues, and occasional rebalancing of positions, will continue with the proceeds moving into money
  market funds. At the next Bullish signal, new and relatively stronger, diversified stocks are bought for the portfolio accounts.

Common Stock Portfolios

100 Stock Growth Account: Minimum investment $ 500,000.

• A Growth oriented approach holding 100 common stock issues when fully invested.
  
• Broad diversification throughout multiple industry groups. Accounts will hold stocks in 30 to 60 different industry groups when fully invested.
  
• Accounts will hold an appropriate mix of multi-cap stocks across small, mid or large cap issues.
  
• Highly tax efficient account with beneficial long term gains.
  
• Designed especially for higher net worth individuals, foundations, endowments and institutional accounts.
  
• An individually managed account, not co-mingled with others.
  
• Ideal for individual retirement and rollover accounts, trust or corporate plans as well as regular taxable accounts.
  

High Strength Growth Account: Minimum Investment $200,000.

• Growth oriented approach holding 20 common stocks when fully invested.
  
• Suitable for sophisticated investors with previous investment experience.
  
• Contains the relatively strongest stock issues independent of diversification considerations.
  
• An individually managed account, not co-mingled with others.
  
• Suitable for individual retirement and rollover accounts as well as regular taxable accounts.