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Investment Process
 

The Money Strategies investment team has focused on sector investing as a key component of the investment process for nearly twenty-five years.  By breaking the market into pieces, the investment process is simplified allowing literally thousands of investments to be placed into core market groups.  Through the application of proprietary analysis techniques that include technical and fundamental components, MSI focuses its efforts on the parts of the markets that are impacting the whole and then subsequently on the underlying investments in those key areas as part of the portfolio construction process.

 

Entering positions is simply one part of the disciplined process.  Money Strategies is focused on money management as well as position management.  As a result, the analysis does not stop when the purchase is made but rather continues in the form of stop-loss planning and target analysis allowing for proper ongoing evaluation and management of each position taken in a portfolio.

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