Frequently Asked Questions

What is a long/short strategy? - A long/short strategy allows us to make money in both up and down markets by using a combination of sector rotation and inverse mutual funds.

What is a quantitative strategy? - We use a strategy based on the use of mathematical models and statistics to build a portfolio to include equities who have a stronger than market average set of fundamentals.

Where is my account held? - We have chosen to use National Financial Services (NFS), a division of Fidelity Investments, as our custodian of choice.

For further information regarding NFS, please click here.

How can I open an account? - Contact us and we will ask you to fill out a questionnaire to see which of our investment models best fits your risk tolerances.