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Our Approach

Our Dream is... You Realizing Yours

Our Dream is... You Realizing Yours

We understand that charting your journey in pursuit of your dreams is only the first step to succeeding financially. As we see it, the next and most critical steps require great competence and time. Absent a strategy capable of successfully navigating capital markets, subject to ever-evolving economic conditions, your probability of reaching your dreams is lessened. 

Seeking advice from "experts" is prudent, but relying on individuals not devoting ample time and competency to actively manage and monitor your portfolio can prove costly. 

Imagine a future where you can sleep well during market downturns, knowing that SHEP™ is effectively preserving your wealth. Hope is not a strategy and hope alone will not do. SHEP™ is uniquely designed and capable of effectively managing your exposure to risks, increasing the likelihood of converting your dreams to reality.

Anchored in Science

Anchored in Science

We believe performance is personal. Our SHEP™ performance platform applies each client’s unique needs and circumstances to align them to an optimized portfolio construct. Each portfolio is anchored in reliable technology and automation, applying both highly advanced technical algorithms and principles of Nobel Prize winning economic research. Purely automated, SHEP™ is “always on” with live data streams and timely decisioning designed to protect clients with superior returns. This is achieved by having our clients on the "right side of the market." To best protect and grow our clients’ wealth, SHEP™ actively manages each security in the portfolio independently across ever-changing market cycles. Unlike other advisors, human or Robo advisors, SHEP™ manages each individual security across our portfolios for optimal protection and enhanced performance.

Behavioral Biases - Be Gone

Behavioral Biases - Be Gone

We are well-versed on the influence and implications that behavioral biases can have on how investors think and feel about investing adn their assets. Many advisors are skilled in helping clients combat emotional tendencies, often known to encourage them to “weather the storms” of volatility and to disregard risks, which can prove detrimental.

Although well-intended, this can result in investors suffering greater losses during market downturns that which can significantly impact their ability to accomplish their long-term financial goals. We do not subscribe to what others may refer to as, the “art” of reframing client mindsets about losses.

Instead, SHEP™ automatically executes its defensive strategy, protecting wealth and virtually eliminating the negative impacts that could likewise be caused by human behavioral biases. 

Performance Engineering

Modern Portfolio Theory (Efficient Frontier)

The beginning of the Modern Portfolio Theory dates back to 1952 with American economist Harry Markowitz. His position was that any given investment's risk and return characteristics should not be viewed alone; rather, it should be analyzed by how it affects the overall portfolio's risk and return. He discovered that by constructing portfolios using multiple asset classes that one could achieve greater returns without exposing themselves to higher levels of risk. In 1990, Dr. Harry Markowitz shared the Nobel Prize in Economics for this work.

The Modern Portfolio Theory remains the primary method in which investment portfolios are constructed today. It is foundational to how we create efficient portfolios to meet our clients’ return expectations at lower levels of risks. Yet we take it one step further, actively managing each security in client portfolios with SHEP™, applying effective technical analysis to further reduce risks and enhance performance for our clients.

Technical Analysis

Technical analysis, as we know it today, was first introduced by Charles Dow and the Dow Theory in the late 1800s. Today, it has evolved to include hundreds of patterns and signals developed through years of research.

It is an investment discipline that attempts to forecast the price movement of virtually any tradable instrument that is generally subject to forces of supply and demand, including stocks, bonds, futures, and currencies. In fact, some view technical analysis as simply the study of supply and demand forces as reflected in the market price movements of a security. Professional technical analysts typically accept three general assumptions for the discipline:

  • Similar to the Efficient Market Hypothesis, the market discounts everything.
  • It is expected that prices, even in random market movements, exhibit trends regardless of the time frame.
  • History tends to repeat itself. The repetitive nature of price movements is often attributed to market psychology, which tends to be very predictable based on emotions like fear or excitement.

Our SHEP™ algorithm uniquely identifies correlations between multiple momentum indicators and their respective security's trading prices. The relationships between these two components are unique to each security in the SHEP™ portfolio, allowing SHEP™ to deliver optimal returns for less risks that better protect our clients.

Goal-Based Investing

Goals-Based Investing (GBI) is much like it sounds. It is the development of an investment architecture specifically designed to accomplish financial goals funded within specific time frames. These constructs are generally known to rely on a combination of investments that, more specifically, minimize the probability of failing to achieve at least a minimum financial target level within a given time period.

We contend that the SHEP™ sell discipline, designed to anticipate and respond to market downturns by removing clients from harm, is better positioned to accomplish their financial goals in shorter timeframes than conventional methods. Our defensive risk management strategy helps to minimize downside risks. As a result, we are able to optimize performance with significantly lower risks of shortfalls in the event of adverse market conditions.

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