Portfolio construction that emphasizes risk management and value-based stock and ETF selection Dynamic Asset Allocation using an active alpha and a portable beta strategy to maximize return, control exposure to markets/sectors, provide flexibility and portability, reduce risk thru diversification (incorporate uncorrelated asset classes) and minimize cost Utilize our own developed, proprietary stock and ETF screening model to bring a unique value proposition to our clients Leverage institutional research to identify undervalued markets Key attributes: Quantitative Independent Unemotional Methodical Repeatable