Our Philosophy
“There Is No Holy Grail for Investing”
Our Strategies
Unlike many advisors, we combine diverse strategies into a single account, bringing risk management to a whole new level.
Since each strategy responds differently to various market conditions, it helps narrow the risk.
We also use proprietary quantitative and technical analytics. This way, we take advantage of the various market inefficiencies such as trend following and investors' behavioral biases.
When we form the method, we follow a rigorous testing protocol. It is critical to gain confidence and develop new strategies.
Our Income Approach
Today, we live in a depressed interest-rate environment. Many people with hard-earned savings have meager income-producing options. Result? They only can preserve the initial investment.
Our approach is to maximize our clients' income. We use high-yielding instruments and manage risk through:
- diversification
- portfolio rebalancing
- dividend growing components within the portfolio
While this approach may result from time to time in portfolio fluctuations, it meets its primary goal of generating higher cash flows.
Client Experience
Exceptional Service. We are accessible to answer any of your questions. Weekly newsletters give you our latest market perspective.
Transparent Fee Structure. Our straightforward fee structure is based on size of your portfolio. Since no commissions, - no incentive to trade your account frequently.
Generational Wealth Transfer. Fleet helps set a solid foundation to transfer your wealth and make smart investments from the beginning.
Account Management. You have online account access with complete transparency and reporting (no hidden fees or lock-up periods).