You can pursue a wide variety of investment objectives by adjusting the amount of investment allocated to each of our strategies. Your financial advisor can help you select a combination to seek the results you want.

Click on the name of the strategy to see more details about how we invest.

The Tactical High Yield Strategy® seeks high total return and reduced risk by rotating between a portfolio of High Yielding investments and cash. Account minimums for this strategy are $100,000.

The Primary Trend System® is a moderate growth strategy driven by money flows into and out of the stock markets. It is designed to achieve market-like returns with approximately half the risk of normal stock market investing. Account minimums for this strategy are $100,000.

Bond Protection Strategy: In times of rising interest rates, fixed income investments such as bonds, tax-free municipals and bond mutual funds can all suffer losses of principal value. This strategy uses "hedging" techniques to substantially cushion the principal values of your fixed income investments in times of rising or fluctuating interest rates. Account minimums for this strategy are $250,000.

Income needs may be addressed by providing distributions to investors by either systematic withdrawal programs or via a checkbook used by the client to access the account. All strategies are managed on a total return basis, so actual income levels may fluctuate greatly. However, if the long-term total return of the strategies employed are greater than the withdrawals the income will be supported without principal erosion. If the long-term total return of the strategies employed is less than the withdrawals, the income will erode the principal over time. Your financial advisor can assist you in selecting strategies that have the potential to deliver income without long-term principal erosion.