The Goal
Maximize returns through flexible management and focused growth.
Best For
Investors willing to accept market volatility in exchange for long-term appreciation.
The Strategies
Disciplined Equity
We filter thousands of stocks based on business quality and chart strength to find high-quality companies listed on US exchanges. This is a concentrated, sector-rotation strategy.
Dynamic Growth
A flexible strategy that allows us to be aggressive in bull markets but transition to a defensive stance—raising cash or shorting the market—when bear markets appear.
The Data
Riskalyze Score
40–90 (Aggressive Market Exposure).
Methodology
Proprietary Value & Momentum Rankings
The Goal
Value-oriented diversification balancing market exposure with risk protection.
Best For
Investors who want stock market participation but require downside hedging and income generation.
The Strategies
Equity Income+
We hold dividend-paying stocks and add a "boost" of income by writing Covered Call Options. This generates consistent premiums, creating a steady growth strategy with below-market risk.
Balanced Income
Designed for lower risk tolerance, this mixes dividend-paying stocks with quality corporate bonds and preferred shares. The equity-to-bond mix shifts between 40-60% depending on the economic environment.
The Data
Riskalyze Score
30–75 (Moderate Volatility).
Methodology
Dividend & Option Income Overlay
The Goal
Steady yields with limited interest rate risk.
Best For
Risk-averse investors prioritizing the safety of principal and income optimization.
The Strategy
Stable Income
We avoid "index-hugging" bond funds. Instead, we build a Bond Ladder of individual fixed-income securities with specific maturity dates. Although we may trade a bond if an opportunity arises, we primarily hold securities to maturity to ensure principal safety.
The Data
Riskalyze Score
10–35 (Low Volatility).
Methodology
100% Fixed Income