Core/Satellite

With 80% of asset managers underperforming their respective index we don't believe you should overpay an investment manager to simply provide Beta or index like returns. By utilizing a Sector rotating ETF strategy we believe we can provide a cost and tax efficient strategy that will provide superior after tax and after fee returns. While 80% of asset managers underperform their respective index there are managers who outperform the overall market. These managers are said to provide Alpha in a portfolio and can add significant long term appreciation in a portfolio. Through our expertise and due diligence we will locate asset managers we believe offer Alpha and are worth paying for.