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Investment Management

Momentum is inherent in financial markets. Trends persist, both up and down, often for years at a time. That is why it is a core component of our investing process and the core of the two of our three investment management strategies…

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Financial Planning

Our strategy for financial planning echoes our momentum-based investment strategy. We use quantitative technology and qualitative analysis to arrive at a workable plan that is uniquely yours. Our personal financial planners and investment…

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Career/Life Coaching

The questions of momentum-based investing and financial planning are inherent in career development as well: What's working? What's not? What now? We believe that your career should be considered one of your most important…

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Recently on the Momentum Blog

posted: October 14, 2014

While stocks held up well during the summer, they pulled back in the first month of fall, which is not surprising as September has been the weakest month for the stock market historically. Since 1896, the Dow Jones Industrial Average has...

posted: October 1, 2014

This is second part of our compilation of the top five most common investing mistakes committed by individual investors. Mistakes one and two can be reviewed in last week’s post, ...

posted: September 23, 2014

When clients first come to us exploring the possibility of hiring a professional wealth manager, we ask them to bring copies of all of their investment...