Leveraging quantitative macroeconomic models and risk management algorithms we seek to provide risk adjusted-returns that will exceed their counterparts over a long period of time. Some quarters we will outperform while others we will underperform. However, it is our core belief that avoiding large losses to a portfolio is more important than "beating" the market. Our investment strategies at one extreme draw on our quantitative assessment of very long-term secular trends in the economic cycle, equities and fixed income markets; at the other, our stringent risk control strategies; the heart of our approach though, focuses on the business cycle and the markets that correlate with specific public and proprietary economic indicators. Business activity is never smooth, and investors are continually bombarded with economic noise. How can an investor make sense of this tangled economic knot? In reality, there is an order to the system and the cycle is continually progressing through a set sequence of events or turning points. Always being alert and anticipating the next infection point in the business cycle creates a dynamically managed portfolios that take advantage of profit opportunities and also protects one's wealth from the inevitable cyclical declines. We call this strategy "Advance & Protect" which is a simple way to say that we have strategies in place to participate in growth when economic environment suggests growth while being defensive on the inverse of the cycle.