Philosophy

We manage investment accounts and operate using the following approach:

1. We use fundamental analysis to select investments and technical analysis to help determine when to purchase and sell each investment. We actively monitor each investment and make frequent portfolio adjustments. We do not use a buy-and-hold strategy since many factors which influence investment performance change frequently, including corporate results, economic conditions, competition, technology and government regulations.

2. We provide clients with complete transparency. Every client opens an account in their own name at Interactive Brokers Group, Inc., an unaffiliated custodian that is a FINRA member, SIPC member and an SEC registered broker/dealer. Clients can log into their account anytime to see their real-time account value, cash balance, securities owned, previous transactions, fees and investment results.