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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 obligated to put the client’s interest first. Similar to that of a medical doctor, Registered Investment Advisor's have taken the pledge to hold the client’s best interest to the highest degree. This allows for our goals and objectives to align with those of the client’s. 

As an independent Registered Investment Advisor, we are held to the highest standard of care for our clients. We are obligated to avoid or disclose conflicts of interest and must only buy and sell investments that are the best fit for you. Our principal also operates as a Certified Financial Planner signifying an additional code of ethics that must be met. 

Registration as a "Registered Investment Advisor" does not imply a certain level of skill or training. 

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 process is an effort to find conservative investments with better 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 strive to 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.

*Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

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