“It became evident to me over a quarter century ago that relying on basic buy and hold strategies, asset allocation, diversification, and basic rebalancing methods fall short of truly protecting our clients in down markets.
The new century brought with it several bear and market corrections that wreaked havoc on investor portfolios, despite the use of Modern Portfolio Theory in portfolio constructs. It was a wake-up call for so many of us, realizing the devastating financial impacts these early years had on so many lives. Protecting our clients in down markets requires not just strategy, but ongoing active management and oversight of the ever-changing market conditions.
We take great pride in having built a shepherd-minded company that embraces the deepest of sentiments on helping you protect and enhance your clients’ ability to attain financial security and accomplish their goals.”
As shepherds protect their flock, our kingdom-minded mission is to deliver financial security through a premier suite of SHEP investment solutions, striving to protect investors in major market downturns and positioned to deliver performance with less risk.
Our proprietary SHEP algorithmic platform seeks to mitigate risks by executing protective measures ahead of major market downturns. Doing so, equips investors with the opportunity to enhance performance over conventional buy-and-hold strategies.
Our SHEP algorithm, the Edge, informs all investment strategies, applying 63 rules-based, data-driven variables and risk metrics, discerning patterns in price movements while attempting to predict future ones.