Broker Check
Our Company

Our Company

We are committed to our clients' financial security and helping them accomplish financial freedom.

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Our Approach

Our Approach

Our investment discipline is designed to actively remove client investments from market risks, enhancing performance over conventional buy-and-hold strategies. 

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Our Careers

Our Careers

We empower our employees to be their best natural selves; applying their greatest strengths to a career path they are passionate about.

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Our Solution

Our Solution

Contrary to others relying solely on asset allocation and diversification to reduce risks, SHEP™ executes its disciplined buy/sell strategy proven to significantly reduce our clients’ risk and enhance performance. SHEP™ removes clients from costly market downturns, determines the correct re-entry point when it technical indicators dictate it is safe to do so, resulting is exponentially improved results as confirmed in back-testing results (available on this site).

Higher Learning

Higher Learning

We are devoted to helping our clients make well-informed decisions. We will continuously provide new content across a wide spectrum of topics you may find of interest. You will find a variety of options and venues to choose from (i.e., blogs, videos, articles, eBooks, webinars). Seek and acquire wisdom; and with that, you will gain understanding. 

Our Values

Honesty

Honesty

We uphold the highest standards of moral character and integrity; operating with clear transparency and candor.

Loyalty

Loyalty

We are fully devoted to our fiduciary duty, acting in our clients and employees’ best interest above all.

Excellence

Excellence

We are committed to continuous improvement, responding to changing market conditions, and delivering best-in-class performance.

Relationships

Relationships

We know that trust is earned, and not just through verbal platitudes of authenticity and care. We gain trust through delivering results, putting our clients' best interests and safety above all. 

Achievement

Achievement

Success starts with envisioning a well-defined destination. We consider our efforts an achievement when our clients realize financial freedom.

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