Key Premises

The key premises of our investment strategy are threefold:

1. We believe a balanced approach to investing — that employs a diversified mix of stock and bond investments — is the best long-term path for investors seeking both profits and protection of their capital.

2. There are a handful of exceptional balanced mutual funds that have outperformed their peers for multi-year periods, spanning times of adversity and prosperity.

3. We believe that identifying and using these exceptional balanced mutual funds (the best of the best) should result in superior results over the long term by enhancing investment returns and protection of capital needed to build wealth.