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
S.M.A.R.T. (Strategically Managed Reallocation Trading)
Give Your Clients Better Performance with Lower Risk In Less Time
Peace of mind comes from automatically adapting to changing market conditions and enjoying more consistent upside with less downside, even in volatile markets.
Keep your clients one step ahead of important trends with proprietary indicators of momentum, leadership, volume, sector rotation, market internals, and more.
Build your clients trust, appreciation, and confidence with insightful, educational, and tactical communication.
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.
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.
We began developing AI trading systems in the 1990s.
Our investment philosophy profits from three core principles:
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.
Know how and when to adapt to changing markets.
Determine your best path to reach your goals.
