In the beginning, the firm was focused on small retirement plans and individual investors employing our Defensive Equity strategy, better known today as tactical investing. We continue to work with these groups, both individually and alongside financial advisors, and still incorporate our founding strategy within an expanded suite of investment solutions. Today, our capabilities include mutual funds, investment portfolios, separately managed accounts, and cash management solutions.

Our team continues to refine our disciplines and develop solutions that stay true to our founding principal, no matter the market environment. It is because of our deep commitment to this principle that we have evolved into a client-focused firm specializing in customized investment solutions with unmatched responsiveness.