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investment strategy
focusing on your needs and managing your risks
We use tried and true methods to optimize the risk and return characteristics of your portfolio based on your investor profile.
Holdings are screened amongst competing alternatives and then allocated based on their relative strength in the current market environment. We make no attempt to predict market direction but instead rely on fact-based indicators to determine what sectors to rotate into based on their relative strength.
A weekly market update is sent to provide guidance.
find out your investment risk tolerance
are you a risk taker?
Find out now with our Grable & Lytton Risk Assessment Questionnaire
(thirteen questions - five minutes)
