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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 Vision for New Power

The New Power strategy, at its core, is an impact investing strategy. Built into the foundation of New Power is a fundamental goal to have a positive impact with the investments we choose. New Power has roots in emerging technology, clean energy production models, industry game changers and incumbent disruptors. Along with earning a risk-adjusted return greater than the benchmark, we seek to accomplish the following three goals with the New Power strategy:

Goals

  1. Provide industry support through direct investment into sectors we have deemed as effective positive global change makers. (Solar power, energy storage, efficient manufacturing, next generation transport and more; see Investment Sectors below).
  2. Turbocharge fledgling industries that we see as the next wave of innovators and game changers. (Automation, Artificial Intelligence, 3D Printing, SmartGrid/SmartCar, Biotech, Circular economy and more)
  3. Provide support to community efforts that are working toward making positive change on a local scale. We have consistently donated up to 10% of New Power's generated revenue to non-profit organizations whose missions align with our values. From supporting the planting of saplings in open spaces to backing new energy technology research at the cutting edge of the industry, we are putting not only our investments but our fees with the science that we believe in.

This is an investment strategy that captures great entrepreneurial passion for the future. Above all else, New Power has the mandate to abstain from 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 generation, Green Construction, 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…

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