Attract & Grow Clients’ AUM with S.M.A.R.T. Strategies, Research & Communications

S.M.A.R.T. (Strategically Managed Reallocation Trading)
Give Your Clients Better Performance with Lower Risk In Less Time 

Dependable Risk-Adjusted Asset Management Solutions
Better Investment Decisions With Tactical Research
Attract & Nurture Clients with Impactful Communication Tools
Dependable Risk-Adjusted Asset Management Solutions
Better Investment Decisions With Tactical Research
Attract & Nurture Clients with Impactful Communication Tools

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Grow With The Advantages of What’s New.
Stay Grounded in Wisdom From Experience

Peace of mind comes from automatically adapting to changing market conditions and enjoying more consistent upside with less downside, even in volatile markets.

Risk-Adjusted Strategies with Market-Beating Returns

Tactical Research That Empowers Better Investment Decisions

Keep your clients one step ahead of important trends with proprietary indicators of momentum, leadership, volume, sector rotation, market internals, and more.

Communication Resources That Attract and Nurture Ideal Clients

Build your clients trust, appreciation, and confidence with insightful, educational, and tactical communication.

Leverage 5 Decades of Experience
In Providing New​ Investment Solutions

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Solving Challenges with Independent Thinking

Keith was the youngest member, and an independent floor trader, on the NY Commodities exchange when he began in 1977.

Our team understands your challenges as an asset manager or RIA in today’s markets. Our advice and perspectives have been learned over five decades of changing market environments and shaped by experiences as independent floor traders in commodity markets, quantitative hedge fund managers, individual investor advisors, systems developers, special education teachers, trading educators, institutional fund advisors, and parents.

Pioneering Technology In Financial Markets Since The ’80s

Long before the Bloomberg, Keith created technology to give traders the edge of colored graphics.

Our research and trading processes have created and leveraged leading technologies from the creation of MarketVision in 1980s to the financial models and AI technologies of today. MarketGauge enables you and your clients to effortlessly benefit from the benefits of the latest technologies. 

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Experience + Technology + Proven Trading Principles

We began developing AI trading systems in the 1990s.

Our investment philosophy profits from three core principles:

Guiding Asset Management Advisors, Institutions and Individuals 

We’ve spent decades in your shoes as an advisor to both institutional managers and high-net-worth individuals. We understand the challenges in building and nurturing strong client relationships include dependable dependable returns, diverse tactical strategies, client communication tools, market insight, quality research, experience, and more. 

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Sought After For Insights On Equities,
Commodities, Economics, and More...

Michele Schneider
Partner, Chief Strategist MarketGauge

3 Ways To Discover New and Bigger
Opportunities For Growing Wealth Management

Download
The S.M.A.R.T. Report

(Strategically Managed Asset Reallocation Trading)

Better Investment Decisions
With Tactical Research

Know how and when to adapt to changing markets.

Accelerate Your Growth
Strategy Consultation

Determine your best path to reach your goals.