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Our Services

Tactical Equity Strategies

Holdings

All equity using stocks, Exchange Traded Funds, mutual funds, publicly traded limited partnerships and periodic short positions.

Scope

Global, all cap, all size and style

Return and Risk Objectives 

  • Favorable performance, correlation and risk statistics to benchmarks measured over rolling 5 year periods
  • Emphasis on compound rate of return over time
  • 7-9% average target return objective net of all fees
High Dividend
Worldwide Sectors
New Power

Thank you for your interest in our "New Power" investment strategy. You are in good company as smart investors are beginning to understand the magnitude and profitability inherent to the dynamic shifts sweeping the globe. This is just the beginning.

Our "New Power" Evolution

Our firm took an early stand in the renewable energy and clean tech sector in 2004 using public securities and exchange traded funds before the emergence of any "green" mutual funds or ETFs. In 2009, our New Power strategy expanded beyond pure play clean tech and alternative energy to include healthy lifestyle companies; including organic food producers, clean air and water filtration companies, even distributors of green products. Finally, in 2013, we again expanding the universe of options to include "Game Changer" companies from sectors outside of the energy complex as innovators are rapidly challenging incumbent leaders in their own business models. Over the last decade, New Power has evolved from a bright green fund to a bleeding edge, disruptive-technology fund of choice for discriminating investors in a time of great change across many industries. This is an investment strategy that captures great entrepreneurial passion for the future. Above all else, the New Power strategy has a mandate to avoid investments with unaccounted-for negative external costs to society. We are determined to use the New Power strategy to expose our investors to the incredibly powerful positive changes occurring globally.

Investment Sectors:

Solar, Wind, Geothermal, Wave and Tidal Power, Green Building, Efficient Transportation, Energy Efficiency, Clean Air/ Water, Batteries and Energy Storage, Distributed Energy, Smart Grid Technologies, Recycling, Organic Food, Mobile Innovations, E-Wallet and Payment systems, Healthcare and Biotech, On-line Education, Business Services, Cyber Security/Blockchain, Social Media, Internet, 3-D printing, Smart Grid, Smart Car, Automation, Artificial Intelligence, Bio-metrics  and more coming…

Investment Focus

The New Power strategy invests in company shares of innovators, integrators, and pioneers that are "changing the game" of how we behave and the choices we make as consumers. Additionally, a large component of New Power is devoted to the convergence of energy technology and emerging technology stocks. Other sector exposure includes healthcare, efficient transportation, social and digital media, healthy lifestyle, research and development and unique business services.

This strategy can be very volatile and is not risk managed beyond timely ownership of securities and price momentum.

Target Account Types:
Appropriate for all account types

performance history and stats

 

Blended Asset Strategies

Holdings

Stocks, bonds, commodities, real estate, short positions and alternative securities using equities, ETFs, mutual funds, and publicly traded limited partnerships

Scope

Global, all cap, all size and style

Return and Risk Objectives

  • Favorable performance, correlation and risk statistics to benchmarks measured over rolling 5 year periods.  
  • Emphasis on consistency of positive returns, maintaining low correlation, and risk statistics to the benchmarks over time.
  • 6-9% average target return objective net of all fees.
All Season
Foundations
Gain Keeper

 

Income Strategies

Holdings

Investment grade and high yield corporate bonds, preferred securities, convertible securities, floating rate funds, sovereign debt funds, master limited partnerships, long and short term US Treasury bond funds, high yield and intermediate term municipal bond funds and mortgage backed securities

Scope

Global, all durations, income bearing securities including hybrid securities.

Return and Risk Objectives

  • Favorable performance, correlation and portfolio statistics (risk) to benchmark measured over rolling 5 year periods
  • Emphasis on minimizing absolute periodic losses
  • Emphasis on maintaining positive distribution of quarterly returns
  • 5-7% average target return objective net of all fees
Retirement Income
Freeway High Income

 

STAMP- Strategic Tax Advantaged Management Programs

STAMP - Strategic Tax Advantaged Managed Programs.  These are strategies that focus on tax efficient investing and are especially appropriate for investors with higher incomes and or larger taxable investment accounts.  Tax efficiency is earned through a variety of methods including the use of a variable annuity (returns are tax deferred), municipal bonds (Federal tax free interest) or attempts to earn long term capital gains (taxed at 20%).

Worldwide Sectors
Gain Keeper
Freeway High Income