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Disciplined Leadership™

The Disciplined Leadership Approach™

One of my preferred IMA investment tools is the Disciplined Leadership strategy, which focuses on building and protecting your wealth through a disciplined buy and sell strategy.

As David Burrows, President of Barometer Capital, states, "Most investors make good decisions but lack confidence. Critical mistakes they have made in the past continue to haunt them and they fail to act at key junctures. Investors may know what securities to buy — but rarely do they know when to sell."

I rely on Barometer's Disciplined Leadership strategy to identify the key underlying trends at play in the marketplace, their ability to make tactical use of cash and how they place particular emphasis on the protection of capital. If you would like more information about our IMA platform or about the Disciplined Leadership approach to investing, please contact me at any time.