Broker Check

What Sets Us Apart

Defining a Fiduciary 

Defining a Fiduciary 

Our firm acts as an independent Registered Investment Advisor holding us to the standard of Fiduciary. A fiduciary is legally obligated to put the client’s interest first. Similar to that of a medical doctor, RIAs have taken the same pledge to hold the client’s best interest to the highest degree. This allows for our goals and objectives to align perfectly with those of the client’s. Registration does not imply a certain level of skill or training. 

As a registered independent investment advisor, we are held to a higher standard than a typical broker-dealer. Broker-dealer agents (among many other names in the industry) operate essentially as sale’s people for their firm and their firm’s products. By recommending specific products to you as a client, this agent may receive a commission or bonus. When a form of payment is involved for the recommendation of a product, it becomes unclear if the product is quality or if it is being recommended to you for the right reason, potentially creating a conflict of industry. As an RIA our firm is able to avoid these potential conflicts. 

How We Work

The methodology that Edward McDonough and his associates use to determine our investment choices-equities, mutual funds or ETF’s (exchange traded funds) is likely different than any that you may have seen in the industry. We utilize a one of a kind, proprietary trend and stability analysis which was developed by our principal.

Combining an innovative methodology with highly sophisticated software, we calculate each of the investment choice’s "trend score" and "stability score"; we rank analytically every stock, every mutual fund and every ETF. This helps us to find sound investments with excellent risk control. Once we have determined what we believe to be the top choices, each is then screened for fundamentals, news, earning releases and sector strength. Suitability to each investor’s profile is the next determining factor in considering an investment. Then and only then, do we make our recommendations. Also, we run these analyses on a continuous basis, so our recommendations are based on real-time data and are constantly updated enabling us to adjust with the market’s inevitable trend changes.

By using these methods, we can avoid "picks" that are emotional, "pumped-up" by media coverage or research slanted by conflicts of interest. Rampant corporate and media fraud drove us in this direction. Our recommendations are not influenced by subjective factors, but rather are based on analytical and objective calculations. By monitoring analytical trend/stability changes daily, we can adjust accordingly.

These methods are based on years of experience and countless hours of trial and error, not a "get-rich quick" scheme. Ours is a steady, disciplined approach. Our principal’s engineering background was the driving force behind this disciplined methodology.

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