Powered by clearTREND®, our firm’s suite of core and focused risk-managed strategies uses time tested techniques to identify and respond to sustainable market turns. Without apology, we consider market timing to be an essential element of sustainable and successful wealth management. clearTREND identifies turning points for any mutual fund, exchange-traded fund (ETF), individual stock, economic sector, traded commodity, real estate investment trust, even individual countries and economic regions. It systematically notifies our portfolio management team that a market turn is occurring, and prescribes a simple, straightforward action to either minimize risk or take advantage of new opportunities.

View our suite of risk-managed and hybrid strategies using the links on the right…