We view each client relationship from a long-term perspective. The initial interview and portfolio design, while important, are a small part of a much bigger picture. The real value we bring to clients is the constant monitoring of accounts and the ability to offer insight and advice regarding all aspects of their financial affairs through the various stages of their lives.

The Trigger Event Strategist: The financial crisis has now wiped out over $6 trillion of Americans' savings. The "average" retiree with a modest $175k invested has now lost $52,500. You might have, too. But it doesn't have to be this way. While other investors are on the sidelines licking their wounds, editor Shah Gilani is turning the market's winners and losers to his favor. In every issue of The Trigger Event Strategist learn how to pocket impressive gains of 50%-400%.

• Screen for stocks predicted to go bankrupt by their Altman Z-Scores with the Short Screen screener.
• See if a specific stock is at risk of bankruptcy with the Short Screen calculator.
• Share short selling ideas with other savvy investors using the Short Screen message boards.

An algorithmic hedging tool for stocks and ETFs: Insure your stock and ETF investments against market downturns as well as company - and sector specific risk with put options. Enter your stock and ETF holdings, and the maximum downside risk you are willing to accept for each holding. Then, using its proprietary algorithm, Portfolio Armor shows you the optimal put options to buy to obtain the level of protection you want.

As an independent Broker-Dealer / Investment Advisory, we pride ourselves on specializing in alternative investments including managed futures - many of these programs historically and significantly outperformed traditional investment sectors regardless of current economic conditions. Opportunities available for brokers who are interested in being truly independent while offering diversity.