A straight-forward, balanced portfolio of innovative market leading companies designed to fuel your ultimate lifestyle.
We are an investment management firm that seeks to capture significant growth opportunities by constructing a high conviction portfolio of inefficiently priced and disruptive companies through a disciplined, fundamentally driven investment process underscored by stringent risk controls.
We invest in the market leaders of today and tomorrow in the following sectors:
Through deep fundamental research, we strive to identify inefficiently priced companies experiencing a growth and profitability transformation.
We stay aware of market changes and will increase our cash position or purchase volatility ETFs when market conditions dictate.
We partner with advisors to provide the Accelerator Model as an investment choice for their clients.
We recommend using the Accelerator Model as a foundational investment in U.S. growth. We recommend using the Ignition Model as a low cost way to invest in sector trends.
We work with a number of custodians and are listed on the Schwab Marketplace among other similar marketplaces. Please contact us to learn more.
We offer a special fee tier for financial advisor clients. Let’s schedule a call to discuss the fee tier in detail.
While our models offer defensive attributes reminiscent of an alternative investment they differ in that there are no performance fees or high barriers to entry, while providing full transparency.
IRAs, trusts, charitable, and individual or joint accounts are common. You can invest with just about any type of account with the exception of active 401ks and 529s.
Our minimum is $5,000.