Our proprietary XiAlpha Framework provides a unique window into the factors and relationships driving future returns to equities. It enables the design of tactical solutions that will outperform over the long term. Our XiAlpha Tactical S&P 500 Solution is designed to provide long term appreciation through all environments. Available as a Separately Managed Account solution.Please visit our website to learn more.
Mr. Sward has spent over 30 years in the retail and wholesale apparel business...branded and private label. With that depth and breadth of experience he has developed a set of "Merchandising Metrics" that provide the platform for the evaluation and challenging of product, pricing and presentation at retail. That level of execution is evaluated through several filters to measure overall execution against a set of disciplines that help maximize productivity and profitability. Please visit merchandisingmetrics.com for more information.
Full-time investor since leaving a Silicon Valley engineering career in biotech and emerging technologies. MBA with an active learning program in many areas of investing with particular emphasis in tax deferred investing for those approaching or in retirement. Areas of greatest expertise include: investment analysis; options; preserving purchasing power against inflation; IRA investing; financial strategies for the passive investor; and asset protection.