What Makes Us Different?

The short answer to that question is … “Insight without the Hype!”

Through our Internet web site and research and advisory journals, we strive to provide registered investment advisors, money managers and individual investors with everything they need to know, but nothing more, regarding factors and developments that are likely to impact the value of their or their clients’ financial market portfolios.

Our primary goal is to help RIAs and money managers to increase their assets under management, limit their risks, use their time efficiently, and maximize their revenues and profits.

A few attributes that differentiates us from many investment research firms include the following:

  • Thorough Research and Analysis: Unlike many investment research firms who tend to use only one process or technique to analyze developments in the worldwide financial markets, we use several methods and models to determine the factors and developments that are most-likely to impact the future direction of stocks, bonds, commodities, precious metals, and real estate. For example, we use our proprietary economic forecasting model to project the intermediate-term (3-18 months) direction of the aforementioned asset classes, and we use our stock market trading and sector performance models to forecast the short- to intermediate-term (one week to three months) direction of those asset classes, as well as to determine the most-favorable economic sectors and individual securities in which to invest during any given environment.
  • A Focus on the Facts: We always focus on the facts instead of reviewing, analyzing and/or discussing factors and developments that are likely to have little, if any, significant impact on the future direction the worldwide financial markets. And, rather than discussing emotional-based stories about what “could” happen, we always say exactly what we expect to occur during any given environment.
  • A Sincere Desire and Diligent Effort to Meet and Exceed the Interests and Goals of Our Clients: We always place the interests of our clients above our personal financial goals.

We refer to those differentiating features as TRAFFIC:

Thorough Research and Analysis with a Focus on the Facts and the Interests of our Clients

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