Systematic portfolio management for investors who've experienced market volatility and want institutional-quality processes without traditional advisory fees.
Complete control. Professional methodology. Transparent pricing.
Whether you're managing $100K or $10M, our institutional-grade approach provides the systematic discipline successful investors demand.
Real results from investors who've implemented our systematic approach
"After losing 40% in 2008, I needed a systematic approach. The rebalancing alerts keep me disciplined when emotions run high."
12.3% annualized return vs S&P 500's 9.8%
3-year tracked period
Robert K.
Retired Executive
Scottsdale, AZ
"The income system generates more monthly cash flow than my Social Security. The systematic approach removes guesswork."
$14,400 annual income on $300K portfolio
18-month implementation
Frank M.
Former Business Owner
Naples, FL
Professional portfolio management capabilities at a fraction of traditional advisory costs
Four academically-backed allocation strategies designed for different investment objectives and risk tolerances.
Key Features:
Ideal for:
Investors seeking current income with capital preservation
Key Features:
Ideal for:
Long-term investors wanting market exposure with factor premiums
Key Features:
Ideal for:
Forward-thinking investors hedging monetary policy risks
Key Features:
Ideal for:
Conservative investors focused on interest rate positioning
Professional-grade portfolio management in three systematic steps
Choose the portfolio system that aligns with your investment objectives, risk tolerance, and time horizon. Each system includes detailed implementation guides.
Execute the allocation in your existing brokerage account using our specified ETF list and target percentages. Maintain complete control of your assets.
Receive systematic rebalancing alerts based on calendar dates and drift thresholds. Execute recommended actions to maintain target allocations.
Professional-grade notifications with clear implementation guidance
Implementation Steps:
System Note:
JEPI outperformance triggered 5/25 drift rule. Systematic profit-taking maintains risk controls and return to target allocation.
Institutional methodology at a fraction of traditional advisory fees
per year
per year
Launch pricing - save $200
per month
Cost Comparison
Traditional advisory fees: 1.0% annually on $500K = $5,000/year
Professional System: $499/year
Annual savings: $4,501
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Common questions about our systematic approach
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