The investment specialists from Legacy Partners use a unique and very powerful tool to manage individual stock and mutual fund portfolios called The Point & Figure Methodology. The Point & Figure methodology has been around for over 100 years now. It is a logical, organized way of recording the supply and demand relationship in any investment vehicle. When using fundamental analysis with technical analysis, the goal is to stack the odds in your favor. It's like a musician playing the piano; restrict him to playing the piano with one hand and the music he makes is going to be marginal at best. Let him play the piano with both hands, fundamentals and technicals, and he will make beautiful music. Fundamentals answer the question of WHAT to buy and technicals answer the question of WHEN to buy.
Sector rotation:
It is at the core of our work and there are many tools to help guide you to those sectors currently in favor. This analysis is largely relative strength driven. And although there are no guarantees, it is designed to help an investor capture the long term winning sectors and alert them before large losses occur.
Where does Legacy Partners get it's research from?
Dorsey, Wright & Associates
Dorsey, Wright & Associates is an independent and privately owned registered investment advisory firm. The two principals of the firm, Thomas J. Dorsey and Watson H. Wright, have over 55 years of experience in the equity and options markets. Tom Dorsey has authored the book: Point & Figure Charting: The Essential Applications for Forecasting and Tracking Market Prices (1st and 2nd Editions) and Tom Dorsey's Trading Tips: A Playbook for Stock Market Success.
Tom Dorsey appears regularly on CNBC, FOX News and numerous radio shows across the country. Mr. Dorsey and Mr. Wright were nominated for Entrepreneur of the Year in 1999 by Ernest & Young.
Why does Legacy Partners subscribe to the Dorsey, Wright & Associates method?
Because they have a state of the art charting system and the DWA team consists of some of the best Point and Figure technicians in the business. There are three money managers, eight analysts, and an excellent team of technical personnel who have created one of the internet's best charting system.
Click here to see: A Disciplined Approach to Selecting Stocks and Managing Portfolios
Registered Representatives with Waterstone Financial Group. Securities and advisory services offered through Waterstone Financial Group, Inc., 500 Park Blvd., Suite 800, Itasca, IL 60143, (630) 250-7000. Legacy Partners, inc. and Waterstone financial Group, Inc. and Dorsey, Wright and Associates are independent companies.
This communication is intended for individuals residing in the states of Alabama, California, Illinois, New York, and Wisconsin. The contents of this website do not constitute a solicitation to purchase or sell securities in other states. No offers may be made or accepted from any resident outside the specific states referenced.
