When the market rises 10%, you get 10%. When it crashes 30%, you lose 30%. But here's what most investors don't realize: you're also missing opportunities to outperform. Our portfolios captured 43.56% while the market returned 20.77%.
Net returns as of January 31, 2026 (trailing 12 months). All returns are net of fees (conservatively assume 2%).
Index funds give you average returns at best. When markets rise, you get market returns. When they crash, you mirror every loss. But here's the hidden cost: you're also leaving significant upside on the table by ignoring proven strategies that outperform.
You were told to diversify, so you bought different funds. But during real crises like 2008 or 2020, did that protect you? Most assets fell together because you were diversified by name only, not by how investments actually behave under pressure.
While index funds delivered 20.77%, our tactical strategies captured 43.56%—more than double the return. Factor-based investing, momentum strategies, and tactical allocation consistently outperform passive indexing. By accepting "average," you're leaving significant wealth creation on the table.
The "safe" 60/40 portfolio stumbled badly in 2022 when both stocks and bonds fell together. Static allocations can't adapt to regime changes, leaving investors vulnerable precisely when they need protection most.
Our approach is built on decades of academic research and rigorous, data-driven analysis. We don't guess, we calculate. We don't follow trends, we follow our models.
A 50% loss requires a 100% gain just to break even. By systematically avoiding large losses, we allow your portfolio to compound more effectively over time. Our proprietary models remove emotion from the equation.
Your portfolio is managed by a disciplined, rules-based system, not a fund manager's gut feeling. We focus on proven factors like value, momentum, and quality that have outperformed over long periods.
We analyze underlying relationships between investments to build portfolios that are truly resilient. Our goal: ensure all your assets aren't moving in the same direction when markets get rough.
Talk is cheap. Results are everything. Our strategies are engineered not just to match the market, but to outperform it—with a fraction of the risk.
| Portfolio | Our Net Return | Benchmark Return | Outperformance |
|---|---|---|---|
| Adventurous Growth | +43.56% | +20.77% (QQQ) | +22.79% |
| Aggressive Growth | +25.78% | +14.22% (QQEW) | +11.56% |
| Balanced/Moderate Growth | +15.92% | +11.22% (RSP) | +4.70% |
| Conservative Growth | +18.73% | +11.22% (RSP) | +7.51% |
| Preservation Growth | +8.84% | Max Drawdown: -1.34% | Low Risk |
Net returns as of January 31, 2026 (trailing 12 months). All returns are net of fees (conservatively assume 2%).
Our Preservation Growth strategy delivered a positive 8.84% return with a maximum drawdown of just -1.34%. While others were losing sleep, our clients were secure. This is the result of a disciplined, intelligent process.
For too long, the smartest investment strategies were kept behind closed doors. We're making these sophisticated, model-driven strategies available directly to you.
Maximum growth potential with active risk management
Balanced approach across multiple asset classes and factors
Focus on positive returns in all market environments
Income generation with capital preservation focus
Moderate growth with emphasis on downside protection
Capital preservation with modest growth objectives
You don't have to choose between growth and protection. Our tactical portfolios are engineered to capture opportunities that index funds miss while actively managing downside risk when markets turn volatile. Our Adventurous Growth delivered 43.56% returns—more than double the market—while our Preservation Growth protected capital with only a -1.34% drawdown. That's the power of systematic, intelligent investing.