Proper Management Starts With a Plan

We focus on managing risk through the creation of an appropriately diversified portfolio, using investments that match your personal risk and tolerance. Based on your input, your advisor will select the most appropriate investment strategy to help meet your needs.

Our Portfolios

• Asset Select -

  The Asset Select Portfolio is based on the proprietary quantitative and technical components of our Long/Cash strategy. The objective of this portfolio is to capitalize on major, long term trends in varying asset classes. During Bullish Trends, the portfolio may be invested in long positions in the following markets: large cap, small cap, corporate bonds, government bonds, and foreign investments. During Bearish Trends, the portfolio may be invested in large cash positions.

• USA Wealth Select -

  The USA Wealth Select Portfolio is based on the proprietary quantitative and technical components of our Long/Short strategy. The objective of this portfolio is to capitalize on major market trends, both up and down. During Bullish Trends, the portfolio may be invested in long positions in the following markets: S&P 500, NASDAQ, Russell, Precious Metals and Natural Resources. During Bearish Trends, the portfolio may be invested in short positions in these markets or on occasion in cash.

• World Select -

  The World Select Portfolio is based on the proprietary quantitative and technical components of our Long/Cash strategy. The objective of this portfolio is to capitalize on major market trends. During Bullish Trends, the portfolio may be invested in long positions of the following markets: S&P 500, Bond, Latin America, Europe, Japan and Precious Metals. During Bearish Markets, the portfolio may be invested in large cash positions.

• Lifestyle -

  The objective of this portfolio is to achieve equity-like returns with moderate risk. At any given time, up to 30% of this portfolio may be invested in longer-term strategic positions. Up to 70% may be invested in short-term, tactical investments that may employ leverage and/or inverse strategies based on an index. Use of these funds and technical analysis is intended to maximize response to short-term market fluctuations.

• Sector Select -

  The Sector Select portfolio is based on the proprietary quantitative and technical components of our Long/Short/Cash strategy. The objective of this portfolio is to increase exposure to market sector trends, both upward and downward. During Bullish Trends, the portfolio may be invested in long positions in sectors such as Natural Resources and Precious Metals. During Bearish Trends, the portfolio may be invested in short sector positions or cash

Investing in market related securities involves a risk of principal loss. Diversification, active management, and asset allocation does not ensure a profit or guarantee against loss. Prior to making any investment decision, the services of an appropriate professional should be sought. Please read ADV Part II and all prospectuses for specific details regarding investments, fees and associated risks.

Not FDIC Insured - Not Bank Guaranteed - May Lose Value