Money Management

For the last 20 years, we've been striving to remove the element of gambling, which is risk, in the investment markets by applying active management skills to reduce risk and improve returns.  Our portfolio management returns speak for themselves.

If you are going to invest, whether you are an individual or an institution, invest with the A team.  We have a proven strategy to invest with the best money managers in America through no-load mutual funds.  When they drop off the A list, we sell them and buy new managers who are on the A team.

For individual stocks, we approach the market like a raider, looking for undervalued companies whose spread between the company value and stock price is the widest.

We manage money for individuals and institutions using combinations of individual securities, mutual funds, and ETFs.  We may invest long or short.  Our goal is to provide the most return with the least risk given each client's objectives.

Clients pay us either a flat fee or a performance fee.  We do not work on commission, nor do any funds pay us.

Please call 1-800-800-6563 to receive more information and a free brochure about our money management services and results.  Minimum investment is $200,000.