We call our investment process “Complementary Genius”

Managing portfolios of “genius” investment managers to protect and grow wealth.

The goal of Complementary Genius is to provide consistent performance over time, while minimizing losses in poor market environments. We believe that this approach to investing helps clients stay with their investment strategy for the long term.

Complementary Genius starts with our belief that, as in any area of endeavor, some investment managers are better than others. The mutual funds managed by these “genius” managers have unique performance patterns that can be discerned through careful analysis. By understanding these patterns and skillfully combining these funds, we can build portfolios with the desired performance characteristics. Then, through diligent monitoring and ongoing management, we can achieve more consistent returns, while providing a significant level of downside protection.

Complementary Genius is a four-step process:

Step 1. Finding Genius. There are more than 10,000 mutual funds available to investors today. Some of the individuals who manage these funds are better at what they do than others. It’s easy to find managers who have performed well in the past. The difficulty lies in determining which ones will continue to perform well in the future. The key is distinguishing managers who are truly good from those that have been lucky.

Our investment team has years of experience identifying funds managed by managers who can add value through their investment processes and perform well after we invest with them. Gary A. Miller, CFA, our Chief Investment Officer, has over 20 years of experience doing just that. He and the other members of the team have worked together for years developing and applying both quantitative and qualitative processes for finding “genius.”

Finding “Genius” – A process based on 20 years of research