In rock climbing, it’s vitally important that you have complete trust in both your equipment and your climbing partner.  After all, your life can depend on each.

For equipment, it’s important to make good selections in having the proper clothes, rock climbing shoes, harness, chalk, carabiners, belay device, climbing ropes, etc.

And in choosing a climbing partner, you want one that is experienced and one that you can be confident will make good decisions, especially in a difficult situation.

While your investment decisions may not result in the difference between life and death, who you choose to rely on for investment advice may certainly impact your long-term success.

Just as in rock climbing, it’s essential to not only have confidence in your advisor or investment newsletter, but also the methodology used.

Unfortunately, on the internet, there are too many exaggerated claims of investment performance and promises of riches.  Often we are provided pictures of the so-called gurus pictured with a Gulfstream jet or some exotic sports cars.  None of this speaks to the accuracy of what is being portrayed.

And while there are many good investment newsletters that do try to do the right thing…very few have audited performance records.  Which is why I am pleased to announce that our firm has just completed a multi-month audit process of our flagship Keystone strategy.

Completed by ACA Compliance Group, the report provides for independent performance certification of the Keystone model strategy.  The purpose of the report was to provide potential investors with reasonable assurance that the performance results that we publish are in fact accurate and in line with our described methodology.

Their conclusion was that based on our methodology and their independent testing, that for the period January 1, 2007, through December 31, 2017, that our performance has been recorded in accordance to the criteria in all material respects.  

For anyone who would like to receive a copy of the entire report, we will be happy to send you a copy by sending us your request.

I would also like to point out that while the U.S. Stylebox Rotation Strategy, U.S. Sector Rotation Strategy, World Traveler, and Explorer were not each independently verified separately, it is important to note that those exact strategies are four of the eight modules within Keystone, thus also implying the audited accuracy of those models as well.

Keystone was designed to be a total portfolio solution.  It includes tactical, rules-based exposure to all major global asset classes.  Do it yourself investors will find that it takes as few as 15 minutes per month to follow and implement the strategies.  We are aware too of financial advisors who use Keystone as a central “core” account for their client’s portfolios.

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