You like investing some or most of your retirement funds on your own.
You want to make money when the markets rise.
You don't want to lose much when the market drops.
You don't want to run out of money.
What's our bottom line?
We like making money too and are not afraid to show our past performance on our site.
We are fiduciaries, but we don't need to manage all your funds to help you. Keep your current advisors if you want.
We focus on quantitative, tactical solutions for the DIY investor. They are not designed for $1 Billion+ pools of money, with thousands of investors.
We eat what we cook - management utilizes the same investment approach with their personal assets.
If you see an overlap, please call us at 713-461-5303 or schedule an exploratory visit.