We follow a rules-based system that we developed over years of study and practice. We have specific data that we analyze each week to help us navigate the financial markets. This strategy allows us to remove our emotions when it comes to managing our clients' assets. There are specific triggers for when we are seeking to increase risk and triggers for when we are seeking to reduce risk.

We have six risk-based models that we manage in-house, which creates a much more transparent environment. We can answer any question about our strategy since we built our models and are continually managing them.

We host a monthly webinar for our clients, which allows us to walk through the current market environment and how we are navigating it. In turn, this enables us to reach a broad scope of people very efficiently while answering questions from our clients throughout the year.

We have a rule in our office to do our absolute best to respond to any client inquiry within 24 hours. We may not always have the answer right away, but we feel it is essential that our clients know that we are addressing their needs promptly.