Investment Management

The SRCM Difference:

We offer seven actively managed ETF portfolios with a track record beginning in 2004. Our portfolios are risk adjusted and use a proprietary research model screening on fundamental and technical analysis to select the asset allocations as well as the specific ETF’s that make up each portfolio. They are broadly diversified asset allocations with a global scope.

 We believe in Active Indexing. The index advantage: lower cost, easy diversification, manageable portfolio risk, tax advantages, and consistent results.