Advisor Financial

Benefits for You:  We add value and can save you valuable time and money and costly mistakes with our broad financial knowledge and experience, problem-solving skills, our analysis of investment trends, professional risk management strategies and our computer models.  


Our Active Investment Management Strategy: Stop using outdated  “buy-and-hold” (buy and hope) strategies that cause big losses in a declining market.  If your broker or advisor lost your valuable time and money using a passive buy-and-hold strategy, you need a new investing strategy, used by professionals. The clock is ticking and retirement is getting closer. 


Take control of your future now and switch to an active investing strategy.  Not short term trading, but an active trend-following strategy using advanced computer models and dynamic asset allocation, designed to buy investments when the price is low and starting to rise, holding on to investments that are performing well, and selling investments that are peaking out, losing strength and starting to decline.  (Buy Low, Sell High, then repeat!)  During periods of down or sideways markets, often a good strategy is to simply move into cash and wait for a better market.  All based on analysis using computer models, not emotions and hot tips!  See our Market Tracker Wizard for more information on this strategy.


Free Investment Review: We can review your current investments and design a Flexible Portfolio, matched to your goals and risk tolerance, with the potential for investment growth plus stop-loss protection in both rising and falling markets.  We use proprietary computer models, screening filters, professional TeleChart software, in-depth analysis and our many years of training and experience in technical analysis, all needed for investment success.


Our advanced Flexible Portfolio strategy allows the use of stocks, bonds, mutual funds, ETFs, oil and gas, and real estate in your portfolio, designed to meet your goals and adapt to today’s changing markets.  Our methods have taken years to learn and develop and are beyond the training and knowledge of most so-called “advisors”, who are really just sales representatives and brokers working for sales commissions and sales quotas and using no stop-loss protection on your money!  Sadly, they often lock you into their highest commission investments with high exit fees or surrender charges.  Stop paying sales commissions!  You are throwing your money away!  Stop using a sales person to manage your investments!  Don’t use a car salesman as your car mechanic!  There is a much better way…


Hire a Fee-Based Financial Advisor:  Wise investors know that you can avoid using brokers and their common sales traps and high commissions by hiring us as your fee-based personal financial advisor and portfolio manager for a low management fee, based on the size of your portfolio.  Our income only increases if your portfolio grows.  So, we are motivated to make your wealth grow and to protect it from declines, not by sales commissions.  Our engineering background gives us the strong analytical and computer skills that are essential in today’s complex, fast-moving investing environment.


Financial Planning and Consulting:  In addition to helping you with your investments, we can serve as your financial planner to advise you on many financial matters and prepare a financial plan to help you reach your financial goals and move toward financial independence, while managing risk wisely.  We can often find ways to save you money that will offset our fee, so that you can improve your financial situation, save your valuable time, avoid costly financial mistakes, solve problems, increase your knowledge and lower your risks and stress with no additional out-of-pocket expense.  Financial planning and consulting is available on an hourly or project fee basis.

Our Clients:  We welcome new clients. Our experience enables us to be especially valuable in assisting engineers and other technical or analytical professionals, physicians and other health care professionals, executives, stock and option traders, real estate investors, real estate professionals and business owners, including web-based and eBay businesses.  We accept clients in Colorado and in all states where we are registered or where we are exempt from registration.  (Insurance products are currently offered only to Colorado residents.)