Many traditional asset management and advisory firms often follow a buy-and-hold approach to investing and adjust the asset allocation infrequently, often based on time rather than need. They also tend to avoid deviating too far from long-term estimates based on current market conditions. This passive approach rides the market wave up and down and can lead to investment decisions driven by emotion, not data or math.
Our difference is that we use proprietary mathematical algorithms and asset allocation models that attempt to ride upward market trends in a relatively passive manner when it makes sense to do so. We use active tactical strategies when our models indicate that conditions are not favorable for taking risk. This approach blends the best attributes of both investment approaches.