Periodically we obtain
new accounts where investors are in the markets and have personal
portfolio rates of return lower than the returns being produced
by the fund itself. This result usually comes about through
poor advice and allowing the emotions of greed and fear to override
the appropriate strategies.
Our sincere desire
is to provide our clients with cutting edge advice, generally resulting
in profits during bull markets and capital preservation with
moderate profits during bear markets.
Overall, we strive
to provide our clients with peace-of-mind and a high level of