Expert Portfolio Guidance
Have you noticed how the investment industry including the mutual funds are working for themselves? How's the performance in your portfolio? What do you think about a system of markets analysis and portfolio management that is based on facts? If any of this resonates with you how would you like your portfolio engineered in a way that makes real world sense? We offer investment portfolio management services rooted in a solid process. That might seem boring but it works.
Our in-house service follows a tactical strategy approach with a proven evidence based system of analysis. It's maximum performance combined with maximum defense. The process is grounded in proven practices and completely transparent. Engineered for your personal objective.
History has shown the process provides outperformance compared to mutual funds, most investment advisors and most stock market methodologies.
What do you get?
- Expert manager with 30 years of experience engineering the A.A.I.I.'s top ranked investment system.
- A no nonsense system with a high level of predictability.
- The top performing stocks and E.T.F.s. from an extensive screening process of U.S. and Canadian stocks, bonds, commodities and currency markets.
- A process that puts defense as the number one strategy. Always!
- Access to daily updates on all markets.
- Access to the most extensive online resource on market behaviours and how to analyze markets.
- Free access to classroom workshops.
Where else can you get this kind of value? Talk to us about it to get the customized style that works for you.
Email email@example.com or call (647) 203-4457 and ask for Paul Thornton.
Security with maximum performance for the real world
Expert driven evidence based research is connected to a precise system for managing portfolios. In layman's terms we manage the process one day after another. That might seem boring, but attention to detail and knowing what matters makes a difference. We don't make it up, we just work it. It's how your portfolio is managed like a business.
See the overview below for each portfolio style or objective.
A disciplined process using tactical strategies based on real time and historical indications. Superior performing securities are targeted but the number one feature is exiting and staying out of downtrending markets.
A simplified and effective investment approach using E.T.F.s (exchange traded funds).
Fixed income portfolios may include more than bonds and preferred shares. Some securities offer both yield and capital gain potential. Our process may incorporate sophisticated portfolio strategies with a defensive posture real time market conditions warrant doing so.
High Growth portfolio
The High Growth portfolio is operated on a methodology from internally generated studies of the stock market linking certain defined stock market behaviours to a proprietary system of security selection. It is essentially our proprietary Trade Up strategy combined with capital protection strategies.
The goal is to maximize returns using a proprietary system of concentrating capital in the top performing stocks and leveraged market E.T.F.s.
The evidence based research screens for superior investment possibilities in all markets including stocks, bonds, commodities and currencies. Stocks and other securities including leveraged E.T.F.s may be used. Options and futures contracts are excluded.
Connect with us
We'd love to hear from you and see what investment solutions work for you. There are many ways we can connect. You may start the process by emailing firstname.lastname@example.org and let us know if the next step is telephone contact, a shared online session or a face to face.
It is our observation that many investors and Investment Advisors take on far too much unnecessary risk. All portfolio styles, based on personal choice, inherently incorporate risk management as the number one strategy including the high growth portfolio.
Email email@example.com for the fee structure or call (647) 203-4457.