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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: January 22, 2015

The top New Year’s resolution, according to USA.gov and the Journal of Clinical Psychology, is to lose weight, but what about trimming down in other areas of our lives?

In financial planning one of the most important “lever...

posted: January 14, 2015

The month of December proved to be a microcosm for the year in terms of foreign versus domestic stock performance. Stocks outside the United States struggled with the MSCI EAFE Index posting a loss of -3.4%. Meanwhile U.S. large-cap stoc...

posted: January 8, 2015

As an equity investor, there are two important historical trends to be aware of that apply to 2015, both of which are positive for stocks: the Pres...