1-strategy set clearly defined goals w/time frames and return requirements

2-set up your platform

3-allocate to each bucket

4-find best fit vehicles

5- implement tactics and strategies 

 6- monitor performance make adjustments

BUY Side

role of the various players

THE ALPHA MATRIX PORTFOLIO MANAGEMENT System

There are a lot of Smart People on WALL Street. Put them to work for you.

The consulting process - more robust

Investment choices -broader universe

Open platform

clear goals and time frames

Out-come focused process

live issues

the job of the advisor, the advisory firm, investment managers, technology and other service providers  We believe the MODULAR Approach offers significant advantages over the traditional Approach and set up MAIN & WALL the deliver them to you. Among them are:

Potential to increase returns and reduce risk

Adjust to changing market returns

Tap additional sources of return

Buffer downside risks in bear markets.

Provide a more collaborative dialogue between client, advisor and investment manager

instead of a conduit to the market, think of us as a conduit to a team of specialists to deliver 

best fit solutions and add value to your financial goals.

Conflict free

Vote with your dollars and your feet, other people are...See Smart Money