Within the equity mutual fund category the Gary Bean Securities team follows a disciplined buy and sell approach developed within our firm over the past 8 years. This momentum-based mutual fund approach works to identify both international districts and specific market sectors generating superior returns.

To build a portfolio of funds, or to find a group of funds that may compliment other assets in a portfolio our team follows a series of well-defined steps. First, taking a master list of available funds, our mutual fund analysts eliminate the funds that do not meet our strict buy-side parameters. Generally speaking this means that a fund must be trading above its 200-day moving average, be trading in an upward-sloping channel and have had success in the most recent quarter. Next a list of possible buy-side candidates is generated and ranked from best to worst according to the Gary Bean Securities proprietary "Relative Strength Ranking". Finally a well-diversified portfolio is formed from the funds residing on our buy-side candidates list.

There are two "model portfolios" of funds that we may recommend to individual clients at any point in time. The models differ only slightly in their respective approaches to fund selection with any marginal differences relating to the volatility of the funds recommended for portfolio inclusion.