Investment & Tax Strategies'

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The QUAD-RIGA approach uses 4 VERY distinct strategies simultaneously. With this approach, the portfolio as a whole has almost no material weakness and has the capability of profiting in any market condition. While we can guarantee that the approach will not always be profitable, having the capability of profiting regardless of market direction is a powerful philosophy:

The 4 "horses" of the QUAD-RIGA

1 - Buy & Hold Portfolios: Conservative, Moderate, Growth, and Aggressive. For the "buy & hold" investor, these portfolios are created with a complex algorithm that provides the highest level of diversification possible within volatility (risk) parameters. Few transactions necessary.

2 - Pro-Active. (Maximizer): Our oldest and most popular active style technique. A "hands on" approach that follows institutional buy and sell signals. Requires us to make 9-15 transactions per year. We use no-load funds, so there are no commissions, and there are no taxes inside an IRA! View the Maximizer explanatory tutorial. (You may need to download flash movie playerl if the tutorial does not start).

3 - Cyclical Value (e-VALU-ator): A deep "value" style technique requiring 0-2 transactions per year. Every January, the technique searches market sectors to find the 3 that are statistically the most under-valued based on historic indicators. Then we purchase no-load index funds that tracks those sectors.

4 - Alternative/Hedge: Typically, a combination of investments that do not follow the stock market, such as non-traded REIT's, managed futures, secured notes, energy programs, and leasing programs.

The QUAD-RIGA approach uses 4 distinct strategies simultaneously. Each of these strategies are time-tested, proven methods, that have been used by professional investors for decades.

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