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About Us

Since the Beginning

Founders David Wright, JD and Kenneth Sleeper, MBA, PhD, were pioneers in disciplined risk management, opening their first firm only days before the infamous Black Monday. Since the beginning, they’ve sought to help clients grow wealth and achieve their investment goals, diligently serving clients through even the most severe market downturns.

Committed to a Quantitative, Rules-Based Approach

Our Investment Process

We deploy our tactical, rules-based process across asset classes and spectrums of risk. The outcomes we achieve are the result of this objective process, which we believe sets us apart.

Trend Following

Trend Following

Quantitative, Rules-based

We evaluate buying opportunities when our quantitative decision rules identify an uptrend in the price of a security.

Security selection

Security Selection

The Most Complex Question

We seek to buy securities exhibiting strong risk-adjusted returns during a recent uptrend.

Trailing Stop Discipline

Trailing Stop Discipline

Quantitive, Rules-based

We will sell a security when our quantitative decision rules identify a downtrend in the price of a security.