We have over 25 years experience in portfolio management and market analysis. Our team's credentialing includes: Certified Public Accountant (CPA); CERTIFIED FINANCIAL PLANNER; Chartered Market Technician (CMT); BA in Management; BS in Economics; a Masters Degree in Securities Analysis & Portfolio Management; and, a Masters in Accounting - Taxation.

Our weekly intermarket research and analysis on the global markets has been featured across multiple media platforms.