Long term investors appreciate our Tactical Asset Allocation approach. The recent turmoil in the markets has generated interest in our investment strategy.

It’s time for you to learn more

The Premier Equity Discipline® and the Pathroad Tactical Long-Term Equity Growth Collective Trust Fund utilize strategies designed to mitigate market specific risk.*

We’ve sent a “wake-up” call to national investment firms.

The performance of our Tactical Asset Allocation approach is getting noticed. Contact us today. We will show you our strategies for protecting our client investments. Documented results. Personal service. Client-focused.

The Premier Equity Discipline® and the Pathroad Tactical Long-Term Equity Growth Trust Fund are managed right here.

We administer your account and make tactical asset allocation decisions based on timely market analysis and trends. We use investment models to manage market-specific risk. Through our own asset allocation strategy we act on this research to position your portfolio to effectively manage market volatility. And when you have a question about your portfolio, we’re always available to respond – fast.

We also offer a full range of asset allocation investment options. Whether you are an institution or individual, we have the management approach and options to match your goals and risk tolerance. This is all part of our comprehensive approach to portfolio management.


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*Past performance is no guarantee of future results. The Pathroad Funds are Collective Trust Funds and therefore not available to all investors. For more information, click here.