REDEFINING INVESTMENT MANAGEMENT

We believe the next 30 years will be REDEFINED by a New Investment Model for Portfolio Management

and a New Investment System for Portfolio Construction. Together they will form the foundation of a

New Investment Paradigm, whereby the TRI-CYCLE MODELTM will replace the Buy & Hold Model and

RELATIVE STRENGTH will replace Mean-Variance Optimization. SIACharts has spent the last 10 years

perfecting this Relative Strength Methodology for the advisor practice and has developed a powerful

and unique 6 STEP PROCESS that has universal application whether you use Stocks, ETFs or Mutual

Funds, and can be an Objective Overlay for those advisors utilizing Fundamental Analysis, Technical

Analysis or Behavioural Finance.

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Over the past 30 years, the investment industry has been defined by the principles of Modern Portfolio

Theory and the Buy & Hold Model. The 18 year period from 1982 – 2000 saw the strongest Secular Bull

Market on record, which seemed to validate the effectiveness of these models. However, the Secular

Bear Market of the last 13 years has revealed the significant limitations of these models and the need for

a more robust and adaptable Investment Paradigm.

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RISK MANAGEMENT

Step 1: Equity Action CallTM (Risk/Reward Ratio – Equity Markets)

Step 2: Asset Allocation Model (Asset Class of Choice)

Equity Action CallTM Macro Perspective – Equity Markets Risk Management System – 1st Level Analysis

Benefit: Monitor the Risk/Reward Ratio of the Equity

Markets by comparing the Relative Strength of Equities vs Alternative Asset Classes

7 Major Asset Class CAD Equity, U.S. Equity, Int’l Equity, Commodities,

Currencies, Bonds, Cash Asset Class Relative Strength Ranking

Asset Classes to Overweight/Underweight Risk Management System – 2nd Level Analysis

Benefit: Quickly Identify the Asset Classes of Choice to

Develop your Active Asset Allocation Strategy

Step 3: Individual Investment Selection (Stocks, ETFs, Mutual Funds)

Choose from over 60,000 investment across North America Stocks, ETFs, Mutual Funds Relative Strength Ranking Reports on hundreds of categories Use to generate specific investment ideas or as a confirmation

of your investment ideas An unbiased and objective analysis of each investment’s

Relative Strength – 3rd Level Analysis

Benefit: Significantly reduce your time spent on research and analysis by using our powerfully efficient and effective Relative Strength technology

MONEY MANAGEMENT

Step 4: Portfolio Construction (Models & Strategies)

Develop your own custom Investment Models & Strategies utilizing our Relative Strength Methodology Build your Models into our system for Tracking Performance Update your Models with “Buys” & “Sells” to simulate actual

client performance of their Portfolios Back-Test your Investment Models to verify your Strategies

Benefit: Empowers you to Build, Update and Back-Test your Models

Step 5: Monitoring (Due Diligence Process)

Monitor your Investments on a Daily, Weekly or Monthly basis Easily identify when an investment triggers your Sell Signal Set up “Alerts” to notify you via email of potential Opportunities

or Dangers Use our “Key Equity” feature to track your key holdings

throughout our entire site very quickly One system to monitor all your investments

Benefit: Demonstrate to clients & prospects your Professional,

Disciplined and Systematic Monitoring & Due Diligence Process

Step 6: Performance Reporting & Marketing (Differentiate Your Business)

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Create your own Performance Reports of your Models Track the performance of your Clients’ Portfolios Show Compounded Returns, Calendar Year Returns, Risk

Analysis, Drawdown Analysis, Performance Charts, Holdings Create your own custom Benchmark to match your Model Add your comments to each Report if desired Create a Report of your Back-Tested Models for Prospecting

Benefit: A proven Marketing & Prospecting tool to attract High-Net

Worth Clients and to truly differentiate your business

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THE TOTAL PACKAGE

Risk Management System Many firms talk about Risk Management, but our entire system

is based upon it.

Manage risk at 3 different levels – Market Level, Asset Class Level & Individual Investment Level

Clearly demonstrate your Risk Management Strategy to clients &

prospects

Money Management System A powerful and adaptable Money Management System that is

able to effectively navigate through the various market cycles

Scan for Ideas, Build your Portfolios, Manage your Investments, & Monitor your Progress

A Rules-Based, Objective, Unbiased & Unemotional approach to

Investing

Marketing System Build your own custom Performance Reports to demonstrate the

value of your Relative Strength Process to clients & prospects

Build your Marketing Toolkit by adding our Charts, Commentaries and Reports to enhance your sales efforts

Build your Brand by truly differentiating yourself from your

competition

Start your 2 Week Free Trial

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What our Clients are saying about us …

How to contact us …