General Info

Our Mission: To add value and quality to our clients lives by helping them to potentially build, manage, and protect wealth. Strategy: Strategy is critical in warfare, in business management, and investing. The investor who lacks well defined strategy all too often reacts to every anticipated worldly event and before long is going everywhere, yet nowhere in particular. Our strategy is to aid clients in achieving proper diversification via the 7Twelve portfolio management process. Our Investment Philosophy: The fundamental premise by which we construct a portfolio is to utilize assets that have low correlation with each other, meaning that they react to market and economic events in different ways.