What sets us apart
As an independent researcher, we bring a differentiated approach to developing solutions that can deliver positive results. We only offer solutions where we believe that our proprietary research gives us an edge.
Our solutions are available to individual investors in a separately managed account format. In most cases, you can keep your existing account at your trusted custodian. You provide us with a Limited Power of Attorney (LPOA) to implement the strategy in your account. You have 24/7 visibility of your account at all times. You can cancel at any time, without penalties.