Markets move in a linear pattern over the long term, but may move erratically in the short term, lurching forward and back with prolonged periods of narrow ranges in between. Our subscribers welcome those erratic swings because that is when the best opportunities present themselves. Those opportunities come in the form of alerts and may be in effect for an hour, days, weeks, or more – you just don’t know how long, nobody does. We let you know when it happens and you decide when to rebalance because you know your circumstances better than anyone else.

Our service employs a robust constant mix rebalancing strategy, one that leverages custom bands, both absolute and relative - also known as the 5/25 rebalancing rule. It identifies holdings that have advanced or declined by at least your threshold and relative to your portfolio’s current value. Portfolios pass through this process throughout the business day, tracking to insure optimization. And when a portfolio becomes unbalanced, an alert generates calling attention to a rebalancing opportunity.

We have an excellent rebalancing tool that makes quick work of the task, providing you with the transaction data necessary to implement your exchanges. Simple, fast and effective.

Markets change direction and we built our software to help you maximize the opportunities afforded by rebalancing to capitalize on those market shifts.

We facilitate portfolio optimization.

We let you know when it is time to review your portfolios so that you can decide if it is appropriate to rebalance. We enhance your portfolio management skills by facilitating timely decision making and reducing the time and effort associated with implementing your investment strategies.

We do not project market outcomes. Instead, we seek changes at the portfolio level, uncovering opportunities to capitalize on price fluctuations as they occur. So, if one or more holdings exceed your personal threshold, we generate an alert.

Confidence comes from knowing you have a reasonable asset allocation and a strategic asset management plan. Outperforming the market is difficult and trading on whims costly. As the late Wall Street Journal editor Robert L. Bartley put it: “In general, the market is smarter than the smartest of its individual participants.” Therefore, portfolios ought to contain broad market funds, remain relatively static and rebalancing consistent.

It is not complicated, although many investor's inherent competitive nature and/or inexperience seems to cloud their judgement. Keep it simple and be patient because success follows.

Our goal is to bring you to the next level by making timely and sound investment decisions.

We want you to succeed.