Customized Analytics & Portfolio Management

Market risk assessment tools and tactical investment opportunities driven by curated financial insight

In addition to its subscription-based TrendFlex family of market trend indicators, Baseline Analytics provides outsourced analytical and portfolio management services for Financial Advisors and Wealth Management Firms:

  • Sector research including in-depth technical analysis, balanced with intermarket analysis and macro/fundamental criteria
  • Portfolio Management 
  • Equity, ETF and Mutual Fund selection services based on investment goals and risk tolerance

 

Tactical Asset Management for Retiring Investors (TAMRI)

Baseline Analytics is keenly aware of market volatility and its potential impact on a person’s impending retirement.  We experienced the pain felt by individuals planning to retire in the 2008-2009 timeframe, and have been investors who lived through the pronounced volatility (and significant drawdowns) of 1987, 2001, 2008, not to mention many, more modest, short-term setbacks.

With Tactical Asset Management for Retiring Investors (TAMRI), Baseline Analytics can help investors achieve their goals while managing their risk in order to enjoy a comfortable retirement.  Our ideal investor is an individual planning to retire within five years with a modest appetite for risk and a mimumum $500,000 in liquid assets. 

Contact research@baselineanalytics.com for more information.