We offer our clients four distinct programs designed to enhance wealth in any market climate. Something catch your eye? Email us for informational reports on any of our programs.
Great Stocks Trading Program
An actively managed stock portfolio that reflects Jeff's current investment themes.
- Stock ownership based on sound fundamentals.
- Make money in spite of politics or doom & gloom.
- Take advantage of disparities between price and value.
- Actively managed and updated regularly
Oscar and Felix ETF Trading
The Felix and Oscar models help those with a short-term trading mentality profit from any market.
- Two unique approaches to trading ETFs
- Mix and match to find a combination that works for you
- 277 ETF universe balanced to maximize potential
- Want more information? Contact us at email@example.com
Enhanced Fixed Income
We work with you to find a combination that works.
- Bond Ladders
- Dividend Programs
- Covered Writes
Dynamic Asset Allocation
A long-term ETF program that moves into bonds and even shorts (via inverse index ETFs).
- Looks ahead 12 months, every day.
- Concerned with long term trends
- Designed to end up on the right side of big moves
- Make the most of any market climate