Our Process
Power Investing — Our Proprietary Methodology
Power Investing is the investment system Tommy Lackey developed over two decades of active market analysis. It integrates three disciplines:
Relative Strength Analysis: We rank sectors and ETFs against each other using a proprietary 3-month relative strength model — not the standard RSI you’ll find in a textbook. This tells us which areas of the market are showing genuine leadership and which are fading. We go where the strength is.
Sector Breadth Analysis: Price can lie. Breadth doesn’t. We measure how many stocks and sectors are participating in a market move — not just what the headline index says. A market moving higher on narrowing participation is telling a different story than one moving higher with broad support. This is the early warning system most advisors don’t use because they don’t know how to read it.
Trend-Following Discipline: We follow the market’s lead. We don’t try to predict where the market “should” go based on opinion or narrative. We read where it’s already going, confirm it with breadth data, and position clients accordingly. When the data changes, we change.
The result: we aim to be in the right sectors more often and out of the wrong ones more often. Not perfection — edge. And edge compounds over time.
The better we invest your portfolio, the easier decisions become as we help guide you on your financial journey.
How Your Portfolio Works — Core & Explorer
Every client portfolio is built on the same two-sleeve structure, customized to their risk level:
Core Allocation: A diversified foundation in broad positions that provides stability and baseline market participation. This is the anchor.
Explorer Allocation: The active sleeve. This is where Power Investing does its work — rotating across 450+ sector and theme ETFs based on relative strength signals, positioning the portfolio in the strongest areas of the economy.
We manage three risk models — Growth, Moderate, and Conservative. All three hold the same conviction positions (the sectors Tommy’s research identifies as having the strongest opportunity). The difference is weighting: a Growth portfolio carries higher allocations to sector funds with minimal bonds; a Conservative portfolio dials up cash and bond positions while holding smaller positions in growthier names.
This means every client participates in the areas we believe in most — but the risk exposure is calibrated to their specific situation. It also means Tommy can give every portfolio the daily attention it deserves, rather than chasing hundreds of unique holdings across dozens of custom portfolios.
Discretionary Management — What It Means
When you become a client, you select your risk level. From there, Tommy manages the day-to-day portfolio decisions without requiring trade-by-trade approval. This is what “discretionary” means — and it’s how active management actually works.
Think of it this way: you hired an expert. You set the parameters. Now let the expert do the job. When conditions change, your portfolio changes. You won’t get a phone call asking permission to rotate out of a lagging sector — because by the time that call happens, the opportunity may have already passed.
You’ll always know what’s happening in your portfolio. Tommy’s available for questions anytime, and you’ll receive regular market commentary explaining what he’s seeing and what it means for your positions.
What We Don't Do
We believe in being clear about what we are and what we aren’t.
We don’t sell products. No annuities, no insurance products, no proprietary funds. We’re fee-only.
We don’t promise to beat the S&P 500 every quarter. Active sector rotation will look different from a benchmark in any given period — sometimes better, sometimes different. The goal is to compound better positioning over time.
We don’t tell you to “stay the course” during a downturn. If conditions change, we act. That’s what you’re paying for.
We don’t outsource your portfolio. There’s no third-party model marketplace, no robo-advisor overlay. Tommy builds and manages every portfolio personally.