Financial Services - , ,
Separate Account ManagementWe invest in small, mid, and large cap companies that have the most promising prospects for growth.We invest in earnings momentum and screen money flows in order to make investment decisions.INVESTMENT OBJECTIVEWe seek to provide capital growth by investing primarily in U.S. equity securities of companies whose growth prospects appear to exceed those of the overall market. The issuers usually are listed on a nationally recognized exchange.INVESTMENT PROCESSWe use qualitative and quantitative screening models for investment ideas and are recognized for our research on money flows, which Wall Street refers to as ticker tape analysis. Our research on money flows into equities, mutual funds and hedge funds provides us with detailed market analysis, and most importantly, individual stock picks for our managed separate account, or to individual investors in the subscription format, " Rock n Stocks."INVESTOR PROFILEAccredited investors looking for growth of capital by investing in a professionally managed portfolio of equity securities through a separate account.
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