Intelligent Investing

Intelligent Investment Models employ a Trend Rotation System (TRS) which is grounded in academic research around momentum / trend following. The SQR TRS adheres to a systematic, rule based process, which includes active risk management, designed to remove the negative impact of opinion, bias, and emotion from the investment process. We are confident that our Intelligent Investment Models can position your portfolio for both Growth & Protection. 

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Intelligent Investment Models are programmed to dynamically adapt to markets – seeking growth of capital in bull cycles and preservation of capital in bear cycles. 

We rigorously test our strategies over various market conditions, and are proud to offer Intelligent Models for individuals and professionals.

Signals, from our models, are delivered on a subscription basis giving investors access to cutting edge strategies at a fraction of the cost…SAVING THOUSANDS on investment expenses over a lifetime of investing!

Intelligent Models provide subscribers with the benefits of index investing – low cost, choice, diversification, liquidity and even commission free options.

We notify our subscribers monthly of any Model changes or updates so that you can follow along.

Intelligent Models emphasizes low cost ETFs and can be implemented within retirement accounts and individual accounts. Professionally, our models can be implemented within mutual funds, SMA’s, pension funds, endowments, and insurance portfolios.

Intelligent Models are available to both professional and individual investors – providing an active alternative for your portfolio.