We use an active, trend-following investment strategy driven by advanced computer models and dynamic asset allocation.   It is designed to buy investments when prices are low and starting to rise, holding on to investments that are performing well, and selling investments that are peaking out, losing strength and starting to decline too far.  (Buy Low, Sell High, then repeat!)  During periods of down or sideways markets, we seek the best performing investments or move into cash and wait for a better market.  Loss prevention and minimization is very important to long term investment success.  All based on analysis using computer models and portfolio money management rules, not emotions and hot tips!  Take a look at our Market Tracker Wizard™ to see how our analysis identifies the strongest and weakest investments.

Free Investment Review: We can review your current investments and design a Flexible Portfolio, matched to your goals and risk tolerance, with the potential for investment growth plus stop-loss protection in both rising and falling markets.  We use proprietary computer models, screening filters, professional TeleChart software, in-depth analysis and our many years of training and experience in technical analysis, all needed for investment success.

Our advanced Flexible Portfolio strategy allows the use of stocks, bonds, mutual funds, ETFs, oil and gas, real estate, and trust deeds in your portfolio, designed to meet your goals and adapt to today's changing markets.  Our methods have taken years to learn and develop and are not available at other firms.  Most so-called "advisors" are just sales representatives and brokers working for sales commissions and sales quotas for brokerage firms.  They use no stop-loss protection on your money!  They get paid a commission up front.  Sadly, they often lock you into their highest commission investments with high exit fees or surrender charges.  Stop paying sales commissions!  You are throwing your money away!  Stop using a sales person to manage your investments!  There is a much better way...

Hire a Fee-Based Financial Advisor:  Wise investors know that you can avoid using commission-based brokers and their common sales traps and high commissions by hiring us as your fee-based personal financial advisor and portfolio manager for a low management fee, based on the size of your portfolio.  Our income only increases if your portfolio grows.  So, we are motivated to make your wealth grow and to protect it from declines, not by sales commissions.  Our engineering background gives us the strong analytical and computer skills that are essential in today's complex, fast-moving investing environment.

Financial Planning and Consulting:  In addition to helping you with your investments, we can serve as your Colorado Springs financial planner to advise you on many financial matters and prepare a financial plan to help you reach your financial goals and move toward financial independence, while managing risk wisely.  We can often find ways to save you money that will offset our fee, so that you can improve your financial situation, save your valuable time, avoid costly financial mistakes, solve problems, increase your knowledge and lower your risks and stress with no additional out-of-pocket expense.  Financial planning and consulting is available on an hourly or project fee basis.  

Our Clients:  We welcome new clients. Our experience enables us to be especially valuable in assisting engineers and other technical or analytical professionals, physicians and other health care professionals, executives, stock and option traders, real estate investors, real estate professionals and business owners, including web-based and eBay businesses.  We accept clients in Colorado and in all states where we are registered or where we are exempt from registration.  (Insurance products are currently offered only to Colorado residents.)

CLICK HERE or Call Us for a FREE INITIAL CONSULTATION.     

Jerry Lucas, Financial Advisor, CEO

Advisor Financial Services (LLC)     Registered Investment Advisor