Our twenty-three proprietary models are derived from several investment disciplines, including fundamental and technical analysis. We analyze hundreds of macroeconomic data points as well as non-tradition trends and patterns to identify opportunities before others. Taken in combination, these models and data points help us determine the size and duration of each asset class.
While many of our models may look similar to models and analysis used by other investment advisors, our models look at the world through a more contemporary point of view. The world has changed dramatically over the past 20 years. Crises and periods of extreme volatility are becoming more commonplace and the investment landscape is becoming more treacherous. Things not even contemplated a few short years ago, are happening and the consequences are not easily quantified.
Of course, models alone are not the final answer of proper asset allocation. The final decisions are made by the investment advisors but the models serve as a valuable and non-emotional tools in targeting the proper investment products and proper combination of the selected products.