Charting the Course

We systematically analyze positions and measure risk to the overall portfolio to invest at the appropriate time and in the optimal size to generate maximum profit.

Tidelines

Tidelines measure broad market indicators that signal market extremes. We employ Tidelines to provide strategic timing for asset allocation.

Tidemarks

Tidemarks determine the believability of a targeted company. Using a proprietary program which tracks more than forty financial ratios, we rigorously investigate company health, value and growth to assess investment eligibility and portfolio allocation.

Buoys

Buoys track a series of statistical measures relating to previous price movements over distinct time periods. Buoys indicate opportunities to trade when out-sized movements have occurred.

Ballast

We collaborate with our clients to create an investment risk profile that aligns investments with personal objectives. For example, do you love the waves and hope to move swiftly, or are you looking for calmer waters to enjoy slow and steady progress?