ACE Investment Strategists, LLC (ACE) is a trading advisor that studies financial markets with the goal of developing sound and timely strategic investment approaches to add better than average growth to investment portfolios.

We have competence in several investment media and continue to believe that portfolio allocation can benefit from a strong growth component consistent, of course, with the principal's resources and risk tolerance. We started this program after much damage had been done to investors’ wealth after the bubble burst in March, 2000. It had become clear that for financial markets, the way back would not necessarily be identical with the strategies that brought portfolios down and into a prolonged recovery. We continue to believe that investments in stock indexes, not individual stocks themselves, continue to hold more promise for growth than other investment classes in the near as well as the long-term future. Our experience in the past has clearly demonstrated to us that using modifications of tried and true concepts such as proper portfolio diversification, diligent adaptation to market volatility, dollar-cost-averaging with judicious profit taking throughout the investment term, among others hold the most promise. In our own experience over the past five plus years we have also strengthened our belief that certain specific, non-traditional approaches have been more effective in generating portfolio growth and repairing damaged portfolios over relatively long periods at impressive growth-to-risk ratios.

While we are not necessarily committed to any particular strategy on an a priori basis, we are absolutely committed to matching the best strategic approach to whatever investment opportunity we discern in the ebb and flow of market action. In other words, we have no doctrinaire perspective favoring investing or trading, long-term or short-term, large cap or small, value approaches or growth. We are committed to a particular strategy only when it holds convincing promise of continuing to work in our ever changing marketplace.

Our overview of trading consists of three main functions: analysis, strategy money-management, and risk control. The first, analysis, is involved with examining markets for investment opportunities and the best trading approach. Some investment professionals prefer "fundamental analysis," the study of supply and demand, interest rate policy, labor productivity, monetary policies, etc. Others prefer "technical analysis," which, essentially, is the study of price movement within context of statistical and probability analysis. We choose to combine both approaches but use each to guide different decisions. The use of fundamental analysis helps us to identify trading opportunities as well as gives us confidence in knowing the underlying factors that confirm our beliefs. It also considers the state of the U.S. economy as well as the global economic and political situation. Technical analysis including indicators and charting offers the necessary tools to help to achieve more favorable entries and exits as well as trading strategy for our undertakings.

Once we have chosen our trading preferences, we develop what we feel is the optimal strategy, among all others, for the specific opportunity in the market situation. Finally, this potential opportunity must make sense within context of the client's available financial resources and risk tolerance. This leads us to place a high priority on, what all too often is less than fully recognized, the importance of money management and risk control. Although risks cannot be eliminated and profits cannot be guaranteed through any money management and risk control technique, we believe the critical function here is that the strategist exercises his experience and judgment, continuously assessing client risk tolerance in the context of the ultimate goal.