Strategic Growth Portfolio

The Strategic Growth Portfolio (formerly Long/Short) represents the implementation of the investment philosophy outlined in Ron Coby's book "Discover the Upside of Down."

Coby Lamson's strategy in this portfolio dictates that we actively manage account assets within those asset classes and sectors identified by the Lamson Timing Indicator to be the most strongly trending, either in a bullish or bearish direction.

We employ ETF's that offer broad long-side exposure to targeted sectors, or an inverse fund for a bearish position. Plus, we may compound these positions by adding "high-conviction" stocks identified by our in-house research analysisi that demonstrate the strongest fundamental and/or technical characteristics.

This portfolio is appropriate for those investors seeking above average gains, who are willing to accept the risks associated with an actively managed portfolio and the flexible trading strategy that we employ.