My Process

Technical Insight. Market Savvy

 

We seek to manage our stock portfolios to help grow and protect portfolio gains through technical analysis.

Our firm initially evaluate stocks based on 20 fundamental factors which are inclusive in the following categories: Financials, Earnings, Technicals and Experts.

We then evaluate stocks that we believe are likely to outperform the S&P 500 index through technical indicators including relative strength and money flow analysis.

As market technicians, we review every stock daily to determine how our stocks are performing. We believe our process will capture much market appreciation but more importantly, have the ability to leave a position to lock in profits or sell due to breakdown or decline. 

Technical analysis (charting) provides a snapshot of what is actually taking place in the market at all times. The charts provide me the insight to make the best buying and selling decisions ultimately to grow our client's capital. 

"This research and oversight takes alot of time, but we feel our clients are worth it."

 

Income Solutions. Capital Growth

 

Our income process uses our independent research to find the most compelling income ideas using mutual funds and exchange traded funds and dividend paying stocks.

Our objective is to provide you monthly income but continue to grow your capital to combat inflation, taxes and other future unforeseen costs.

When suitable, RCM also recommends private real estate, annuities and other alternative investments that look to dampen market volatility and offer solid income solutions.

 

Concierge Experience. Exceptional Service

 

You will never talk to a computer. Instead, during business hours, your call will be answered by myself or our client relationship manager, Noelle Smithers. 

The goal in the firm is to address your question or satisfy your request quickly and on the first call. 

You will be supported by the two of us who will deliver an exceptional experience.  Once you experience our devotion to your money and your life, we believe you'll never consider managing your financial future at an impersonal bank or financial institution again.

 

Investments are subject to risk, including the loss of principal. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results.

 

 

 

craig new