Active Portfolio ManagementCustom strategies & active portfolio monitoring to adapt to a changing market, ensuring your wealth works as hard as you do.

We’re Different.We’re not just throwing your money into funds and hoping it works. We’re constantly evaluating performance week to week to ensure your portfolio is always in good position to an ever-changing market.

Active Management

Adaptive Strategies for a Changing Market

We don’t believe in “set it and forget it.” The market changes constantly, and we are always adapting our strategies to ensure your portfolio remains a good fit for the current environment. Whether it’s shifting interest rates, market volatility, or new economic cycles, we actively manage your assets to navigate risk and capture opportunity.

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Using Our “4 Buckets of Risk”

We created our “4 Buckets” system to help you determine which “bucket” your portfolio fits into to align with your risk tolerance.

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Conservative

Capital Preservation First. Ideal for those who prioritize safety over growth. Strategies focus on Bonds, Treasury Bills, and cash equivalents to generate steady income with minimal volatility.

Moderately Conservative

Balanced Growth & Income. A mix of stability and potential. We blend blue-chip dividend stocks with fixed income instruments to provide growth without excessive risk.

Moderate

Long-Term Appreciation. For investors with a longer time horizon. Focus is on Equities, Sector ETFs, and growth companies to maximize capital appreciation over time.

Aggressive

High Risk & High Return Potential. Strategies that seek Alpha. We utilize Options strategies, concentrated positions, and tactical trading in proportion to account size to pursue higher returns for those willing to accept higher volatility.

A Complete Approach

We don’t do “one size fits all.” We use a range of investment products to give your account a diversified approach to risk management.

Stocks

Ownership in quality companies for long-term growth.

Bonds

Fixed income strategies to provide safety and stability.

ETFs

Diversified exposure to sectors and markets.

Options

Unique strategies for both hedging (safety) and income (growth).

Our Expertise in Options & Bonds



What makes us unique is our deep experience with Options and Bonds. We know how to find value in safety using bonds when you need protection, but we can also deploy riskier, creative strategies using Options when the opportunity for reward justifies it. It’s about having the right tool for the job.

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Book Your Strategy Session with Ron McCoy
Ready for a clear, no‑nonsense conversation about your wealth? Book a one‑on‑one strategy call with Ron McCoy, CEO/Founder and fiduciary advisor with four decades of market experience. In your strategy session, you’ll get personalized insights on your portfolio and a gameplan for any financial challenge you’re facing. No scripts, no call centers, just direct & honest advice. If you prefer to reach out first, feel free to call us directly using the “call us today” button below.
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Ron’s approach combines institutional rigor with a personal touch. You’ll learn how to reduce unnecessary fees, optimize your asset allocation, and protect your wealth with proven hedging techniques.
Whether you’re planning for retirement, preparing for a major liquidity event, or simply want to ensure your investments are working as hard as you are, this session delivers a clear roadmap. No jargon, no pressure, just real‑world strategies you can trust.
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