Customized Analytics & Portfolio Management

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

Customized Analytics and Portfolio Management

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.

 

Baseline Analytics was founded in 2005 by Bob Palmerton. With the objective to utilize technical analysis of the financial markets, coupled with macro-economic trends, Baseline Analytics strives to keep investors on the right side of the market at all times. Mr. Palmerton utilizes almost thirty years of trading and investment experience, backed by a Chartered Market Technician designation from the Market Technician's Association.  Mr. Palmerton is a Registered Investment Advisor  with a Series 65 license, and has degrees in Finance and Economics from Fordham University and the University of Michigan Ross School of Business in Ann Arbor, MI.


Mr. Palmerton manages the Market Trend Portfolio for The Absolute Return.


 

Comments

  • No comments made yet. Be the first to submit a comment

Leave your comment

Guest Wednesday, 24 May 2017