[Every investment universe exhibits broad performance dispersion – a range of performance results in markets and sectors that still exists despite the overall current market weakness.
[One of the greatest benefits of financial planning is its ability to map out and be proactive in building, guiding, and protecting a family’s wealth and directing it to achieve important goals.
[With the growing volatility, uncertainty, and complexity of modern markets, traditional methodologies and investment processes utilizing conventional data do not seem to be able to capture the changing dynamics of the markets.
[The seemingly endless nearly-13-year bull market has engendered for many financial advisors a growing, uneasy feeling that has been known to develop into a downright anxiety over where to invest clients’ money.
"We decided to provide evidence that by adding a layer of trend rating and validation to any investment strategy, you can generate alpha via profiting from the performance dispersion that is observable in their underlying investment
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