The Group believes in combining Exchange Traded Funds (ETFs) that track the broader global indices with individual equities for alpha to produce what the industry refers to as “Portable Alpha.” That is to say, the Team believes that because the vast majority actively managed funds fail to beat their respective benchmarks over time, the best solution is to use low cost ETFs that track major market indices for the bulk of client portfolios. We combine this indexing strategy with individual stock picks that have historically produced significantly higher returns than the market average over time. We also do not believe in holding equities in client portfolios in declining markets. We have a proprietary quantitative model that allows us to exit and/or short markets when a major distribution occurs and to reenter those markets after they begin to rebound.