MACRO-ECONOMIC RESEARCH PROCESS

We use a macro-economic research process that Michael Schaus, our Director of Market Research, developed in partnership with Dr. Martin Zweig, a renowned macro-economist and Co-Founder of Zweig-DiMenna, who wrote a widely followed newsletter, the Zweig Forecast and authored several books on investing. The research process has evolved over 30 years of developing investment solutions that have served institutional assets, private investors and family offices. This process guides our strategic and tactical asset allocation decisions for our clients.

KEY ASPECTS OF OUR INVESTMENT RESEARCH

  • State of Economy

  • Quantitative Market Analytics

  • Federal Reserve Policy

  • Risk Analytics

  • Market Trends

  • Fundamental Modeling and Analysis

  • Scenario Asset Class Analysis

  • Proprietary Research