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Four-Tier Analytic Process:<br />
The backbone of our investment methodology is our four-tier analytic process.<br />
The desire to simplify and scale often leads our industry to focus on only one or possibly<br />
two forms of investment analysis. The most common forms of analysis have been<br />
fundamental analysis and technical analysis.<br />
Our desire to better understand markets and improve our advisory capability leads us<br />
to incorporate two additional forms of analysis generally ignored in the advisory<br />
business: cyclical analysis and capital flow analysis.<br />
We believe it is vital to understand economic and business cycles, as well as global<br />
capital flows, when analyzing investments<br />
Fundamental Analysis<br />
Capital Flows<br />
Market Allocation<br />
Client<br />
Allocation<br />
Technical Analysis<br />
Asset Classes<br />
Cyclical Analysis<br />
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