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COMING THIS HALLOWEEN…The Bat out of Hell Model

Meticulously Crafted to Beat (or hedge) the Market

Whether you want to spend more time gathering assets…or you are unhappy with your current 3rd Party SMAs, we offer robust rules-based investment models FOR INVESTMENT PROFESSIONALS ONLY.

We’ve categorized our investment models to make it easier for you to research your favorites. Click on your choice below to learn more about each model and to download a model fact-card with more salient information.

I have been using factor investing for years. Your models align with my philosophy and show a solid performance.

*Alternative models may combine ETFs with individual equities.

Rick Gonsalves