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Equal Emphasis on Safety and Return
Our investment philosophy is the main differentiator of our service. Our active strategy is designed to capture most of the good times and miss most of the bad times, and in doing so generate a reasonable, market like rate of return with less volatility. We know it's possible because we've been doing it for the past decade.
Our primary goal is safety of principal. Making money during good times is important, but it is equally important to protect your assets during bad times. Our goal is not "to beat the market" but rather to make equity investing more tolerable for the risk-conscious investor by reducing the volatility of their portfolio. The odds of losing money in the stock market vary greatly over time. We don't believe that your equity exposure should remain constant when the chance of loss in the stock market is anything but constant.
We use a proprietary quantitative model to measure the market's current risk level. The proprietary model uses a combination of fundamental and technical market indicators. This model's greatest advantage is that it provides an objective assessment of the market's behavior under a wide variety of economic conditions.
By employing our quantitative and objective model, we do not succumb to current "hype" or short -term sentiment that might suggest "this time is different." Our model reduces the risks of emotion or speculation based investing, and we are not dependent on the timely insight of a "hot" manager.
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