Lance Marcuson's Contact Details

Lance Marcuson's Company Details

Sine Wave Funds

Bloomington, Minnesota, United States • 1 Employees
Financial Services

FUND DIRECTIVESPREMISE:The Cap Stone, Complete Financial FreedomOBJECTIVE:Sine Wave Funds is committed to above average returns on our clients' capital using active fund management, detailed market assessment, and proactive decision making.PHILOSOPHY:Building a foundation, whether it is for a home, business, or financial portfolio, begins with a sound design and quality components and is constructed with true lines and a disciplined approach. A strong base is key to a lasting structure, resistant to forces that strive to break it down.The pyramid is one of the most stable forms known with a foundation that includes 4 cornerstones, key elements contributing to its unequaled integrity. Sine Wave Funds was conceived as a Corner Stone supporting a solid financial foundation and enhancing a complete financial plan; an integral piece of every portfolio that rises with time, due diligence, and action.DESIGN:Sine Wave Funds is a hedge against market turmoil and the ever inflating dollar. It serves as an alternative investment vehicle comprising 10% - 20% of our clients' net liquid assets. 50% of the funds' positions will be in income-based investments used to generate cash and steady long-term capital appreciation. The remaining 50% will be in positions that provide tradable opportunities.STRATEGY:Sine Wave Funds' strategy is to provide our clients with an alternative to the typical buy-and-hold formula used by a majority of investment advisers. Our active approach will initially focus on high-quality equities and funds with significant growth potential primarily involved with natural resources. A heavy emphasis will be placed on mining stocks in the precious metals industry.Capitalizing on years of experience and using a proven technical chart analysis trading system, we will identify the highest probable entry and exit points for a targeted investment over intermediate and long-term timeframes to increase our clients return on capital. (Continue reading about asset allocation)