Investment Philosophy

We offer proprietary, in-house managed portfolios

Charles Dow began "figuring" back in the late 1800s. He took value in plotting price movement over time to depict the ongoing battle between supply and demand. Our team carries the baton forward by implementing a modernized version called Point & Figure Charting, which uses X's and O's to represent demand and supply respectively. 

Our team strives to make tactical decisions utilizing proprietary analysis and evaluation techniques. This type of analysis evaluates particular asset classes such as domestic equities, international equities, bonds, currencies, commodities and cash – ranking the asset classes from strongest to weakest, based upon “Relative Strength.”

Relative Strength – an objective and scalable way to decision making

Relative Strength is a measure of price trends that indicates how a stock is performing relative to other stocks in its industry. Our team leverages technology to rank investments from strongest to weakest. This relative strength ranking determines which investments earn their way into the portfolio and which are left on the sidelines. When rankings shift, we substitute one investment for another like handing a baton in the 400M dash at the Olympics or a coach substituting players in a sporting event. We simply strive to buy winners, sell losers, and repeat.

Please click the link below to learn more about our process by reading our Investment Philosophy Statement.

Investment Philosophy Statement
Harvie Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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