Our mission: move investors forward towards their goals by redefining the way people invest. We make portfolios better by delivering strategies engineered to participate in the ups, minimize the downs, and help clients comfortably reach their goals. The impact is more time and less stress, and everyone (clients and advisors) stays on track to achieve what they're passionate about. We use a disciplined process that is repeatable because it's mathematical – it's quantitative. Our dynamic approach – Smart Diversification® – is designed to stay committed to investment markets until risk becomes unacceptably high and then shift to lower risk assets.