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Investment Management

Momentum is inherent in financial markets. Trends persist, both up and down, often for years at a time. That is why it is a core component of our investing process and the core of the two of our three investment management strategies…

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Financial Planning

Our strategy for financial planning echoes our momentum-based investment strategy. We use quantitative technology and qualitative analysis to arrive at a workable plan that is uniquely yours. Our personal financial planners and investment…

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Career/Life Coaching

The questions of momentum-based investing and financial planning are inherent in career development as well: What's working? What's not? What now? We believe that your career should be considered one of your most important…

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Recently on the Momentum Blog

posted on: September 9, 2014

The summer weakness in U.S. stocks was confined to just one month this year as the S&P 500 Index more than recouped its losses from July with a strong performance in August—up 4.0% for the month.

Overseas the foreign-based MSC...

posted on: September 3, 2014

Imagine life without a checking account. Imagine walking in to your local bank and being refused service, simply based on your gender. Today women walk into financial institutions, open accounts, withdraw monies, and interact with privat...

posted on: August 18, 2014

For most of 2014, the market has been able to shrug off the unsettling news coming out of Ukraine and now out of Gaza. U.S. corporate earnings for the second quarter ending June 30 were 5.6% higher than the second quarter in 2013. The 5....