Strategic Leadership

Objectivity and independence are built into all the steps of our investment management model. Tegeler Advisory Services, LLC (TAS) is not encumbered by corporate bias, sales quotas nor commission incentives. As a fee-only advisor TAS can utilize the investment universe to apply only those vehicles that match the investor's unique needs. TAS has developed a process entitled Strategic Leadership to guide the investor in developing and managing their plan.

A Strategic asset allocation is prepared based upon the responses to objective questions. These responses are evaluated for financial goals, time horizon, risk tolerance and financial situation. A diversified asset allocation is prepared based upon Modern Portfolio Theory (MPT). Briefly, MPT is a mathematical formulation of the concept of diversification in investing, with the aim of selecting a collection of investment assets that has collectively lower risk than any individual asset. Through the use of computer technology, this information can be quickly and efficiently analyzed and tabulated to produce an investment road map that includes the most recent developments.

Management of the allocation roadmap involves identifying investment vehicles demonstrating market Leadership. Leadership investing involves identifying those securities that are doing well now and investing in them, not attempting to predict what will do well. Utilizing ranking reports and other evaluation techniques, TAS can objectively upgrade it's clients holdings to include only those that are leading in each asset allocation category.

To summarize, TAS' Strategic Leadership process utilizes an objective, individually customized  investment management system that provides monthly upgrading to maintain market advantage.