Federal Employees

We offer a “Trade Alert” service to those in Public Service who are participating in the retirement plan sponsored by the State Government (STRS, OP&F, Ohio Deferred Comp) or Federal Government (Thrift Savings Plan - “ TSP”) 

We do NOT act as fiduciary in this capacity.  "Trade Alerts" are sent via a link in an email.  They are generated ONLY AFTER our existing client accounts have been acted upon, and it is up to the discretion of the participant to act (or not act) upon the "Alerts".

Fee for service: $50/year regardless of how many signals are issued.

It is pretty easy to do!  We like to keep things simple — who needs more confusion about your Federal Benefits?

To receive our trade alerts, you first must complete and sign the  suitability and disclosure form and return it to us for our files (because we like our regulators and are not really interested in getting fined by them). Then, just click on the link in the e-mail from us to see the "Alert".

Different asset classes MAY have investment cycles with low correlation.  

Diversification only TRANSFERS market risk to other asset classes.

Asset allocation and diversification DOES NOT ELIMINATE market risk; 

  Want to ELIMINATE market risk in some or all of your portfolio? Click HERE 

HAVE A QUESTION?  Click HERE for answers