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About Us

Since the Beginning

Since the beginning, Founders David Wright, JD and Kenneth Sleeper, MBA, PhD, have sought to help clients preserve and grow wealth through even the most severe market downturns. Today, the firm continues to evolve, seeking to help clients towards their financial goals and financial advisors with solutions, knowledge, and tools to help navigate complex financial landscapes.

Our Story

Committed to a Quantitative, Rules-Based Approach

Our Investment Process

We deploy our tactical, rules-based process across asset classes and spectrums of risk. The outcomes we achieve are the result of this objective process, which we believe sets us apart.

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Trend Following

Trend Following

Quantitative, Rules-based

We evaluate buying opportunities when our quantitative decision rules identify an uptrend in the price of a security.

Security selection

Security Selection

The Most Complex Question

We seek to buy securities exhibiting strong risk-adjusted returns during a recent uptrend.

Trailing Stop Discipline

Trailing Stop Discipline

Quantitive, Rules-based

We will sell a security when our quantitative decision rules identify a downtrend in the price of a security.