Our Investment Philosophy

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At , we believe in providing our clients with low risk, low volatility portfolio management.

Through our unique Retirement Designed Money Management System, we are able to help protect and grow what you've worked so hard to build. We have access to a platform of experienced Private Wealth Managers. These Private Wealth Managers each have a proprietry strategy for managing volatility while capturing market gains. 

A Look At Our Private Wealth Managers

Fund Manager's Philosophy
Manager #1 Managed Risk Strategy; seeks to manage downside risk and increase returns by taking advantage of market trends in high yield bonds.
Manager #2 Is a high-yield corporate bond fund investment strategy.
Manager #3 Is Comprised of the Top 50 Dividend Paying Stocks of the S&P 500
Manager #4 Alpha Sector, Actively manages 9 select Sector SPDR Exchange Traded Funds (ETF's) and Short Term Treasuries.
Manager #5 Seek to take advantage of world class bond fund management and season stock market opportunities
Manager #6 Seeks to optimize stock market gains with lower risk and volatility.

Proven History


Experienced Money Management System

In our years of experience, we may not have seen it all, but we have seen a lot. Our clients value us for our credibility, knowledge, and value system centered around our proven track record of providing low risk, safe and secure money management; for your piece of mind.

All the money managers we work with are put through rigorous interviewing and testing. We only work with money managers who meet our strict criteria for success. Among the questions we ask is "How did your fund perform in 2002 & 2008?" To learn more about how we select our fund managers click here.

Remember: You Don't Have To Lose In Order To Gain, You Deserve Better! Call Today for a free portfolio analysis and see how much money you've been losing. Call Today: (781) 279-8444

Questions? John Duddy is an investment advisor representative and a fiduciary. Call (888) 998-4933 or click here to schedule a no obligation initial consultation.