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Client Allocation + Market Allocation<br />
= Optimized Client Portfolio<br />
Client Data Gathering<br />
Security Selection<br />
Asset Allocation<br />
Technical<br />
Analysis<br />
Fundamental<br />
Analysis<br />
Diversification<br />
Deep Study<br />
of Economic<br />
and Market<br />
History<br />
Charting<br />
Pattern<br />
Recognition<br />
Moving<br />
Averages<br />
Trend Lines<br />
Channel Analysis<br />
Momentum<br />
Indicators<br />
Valuation Ratios<br />
Intrinsic Value<br />
Dividend<br />
Analysis<br />
Historical<br />
Valuations<br />
Management<br />
Quality<br />
Global Valuation<br />
Correlation<br />
Current<br />
Market/<br />
Economic<br />
Conditions<br />
Study<br />
Of Market/<br />
Business<br />
Cycles<br />
Study of<br />
Behavioral<br />
Economics and<br />
Quantitative<br />
Analysis<br />
Client Allocation<br />
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