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Not just Diversification…

Smart Diversification®

 

 

Who We Are and What We Believe

Unlike many firms, we didn’t set out to beat a benchmark. We set out to provide a solution. When our founder looked all over Wall Street and couldn’t find the solution he needed for his clients, he built one.

 

In the early 1990s while a stock broker at regional and wire house broker/dealers, he developed custom indicators to make better decisions. He used those indicators to help clients and, as a result, became a top producer* at an independent broker-dealer. Starting with those signals, he hired a team of programmers to adapt them for use on global asset allocation decisions for his clients. In 2013, he launched Luken Investment Analytics to share that research with other advisers.​

 

​*Wiley Bros.-Aintree Capital, LLC 1997-1999; Luken Investment Group, Inc. 2000-2003; SII Investments, Inc. 2004, 2005 & 2011-2017

The Problem: Investors Have Come Up Short

 

Most investors want to meet their financial goals, participate when markets go up and avoid major losses.​ Why have they come up short?

Chart shows annualized total returns from 01/1987 through 12/2016. 60% Stocks / 40% Bonds represents a traditional 60% stocks and 40%bonds portfolio. The Average Equity Fund Investor represents the aggregate action of all investors in equity mutual funds. Investor returns are determined using the change in total equity fund assets after excluding sales, redemptions and exchanges. This method of calculation captures realized and unrealized capital gains, dividends, interest, trading costs, sales charges, fees, expenses and any other costs.

Why Investors Come Up Short

 

S&P 500 Index (1987 – 2017)

Standard and Poor’s 500 is an unmanaged index representative of the 500 largest stocks and considered to be representative of the US stock market in general. Investors cannot invest directly in an index. Source: Morningstar Direct, Luken Investment Analytics.

What Risk Management Seeks

Markets spend most of their time declining and recovering from declines. A small – but powerful – amount of time is spent reaching new highs or creating new wealth.

This graph is hypothetical and for illustrative purposes only. It does not represent actual trades. There can be no assurance that any investment will meet its objective, generate positive returns or avoid losses.

Without an effective risk management strategy, a portfolio may spend excess time in decline and recovery rather than creating new wealth.

How our Process Works

We navigate volatile markets with an innovative process. We continuously reassess the portfolio and adjust the investment mix as signalled.

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Why Choose Luken Investment Analytics?

There are three main reasons why advisers choose Luken Investment Analytics:

  1. Built by Advisers for AdvisersOur founder has worked in the trenches – helping people manage money and reach their goals for 25+ years.
  2. Risk ManagementAdvisers want an evidence-based way to manage risk with a non-emotional process.
  3. Access and CommunicationAdvisers want access to information that’s good for their clients, their practice and them – backed by 100+ years of combined experience.

Founded in

by advisers for advisers

Over

years of combined experience

Spend less than

hours per year on asset management

About Us

 

Simply stated, we navigate volatile markets with an unemotional process. We adjust the investment mix based on analysis of market trends, the strength of those trends and risk. We measure trends over different time frames and the analysis tells us which investments to include, exclude and how to weight them. It is not a buy and hope strategy, nor is it a timing strategy. It is a risk management strategy. We call this Smart Diversification®.​

1894 General George Patton Dr, #500
Franklin, TN 37067
(615) 376-4588

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