Enjoy life more. Worry less about your investments.

Successful investing involves knowing what moves markets. Our team offers a combined 80+ years of investment and client service experience. Let us put our expertise to work for you.

Worry less with our proprietary InVEST Risk Model®

What is the InVEST Risk Model® ?

InVEST is an acronym for the 5 key variables that really matter and signal the true direction and health of the market.

Worry less about your portfolio with our unique InVEST Risk Model ®

Learn How it Works – and Why.

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Make Money… and Protect What We Have Made

“Investing isn’t easy. Bull markets and bear markets are part of investing reality. Add to that the fact that investors are often influenced by the crowd, and you begin to understand why so many struggle.” Tim McMullan – Partner

“We want to make money in bull markets, but more importantly, protect what we have made to avoid the devastation of a bear market.” Tim McFadden – Partner

Don’t Be Average

The following chart by DALBAR, the nation’s leading financial services market research firm,
confirms that a vast majority of investors do not do as well as they could.Rather than being influenced by opinions, narratives, predictions or biases, our InVEST Risk Model ® is a better approach.
We separate signals – what really matters – from noise.

Proven Insights

February 1, 2018

DJIA 26,186.71

After going well over a year without even a 3 percent pullback, there are signs that have been present prior to episodes of market turbulence in the past.

February 2018 Insights

Blog

February 2018 Insights

DJIA 26,186.71 After going well over a year without even a 3 percent pullback, there are signs that have been […]

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July 2016 Insights

DJIA 17,840.62 If those earnings come in and the price/earnings ratio remains at current levels, the market could see a […]

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March 2016 Insights

DJIA 16,899.32 The combination of our five key variables keeps our risk “Traffic Light” in “green light” territory and we […]

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