Portfolio management designed around the investor—not a generic product shelf.

The objective is more consistent profitability with risk aligned to the investor—not a generic product shelf. MGAM evaluates the relationship first, then selects and implements approved strategies when they fit objectives, liquidity, restrictions and the advisory agreement.

Portfolio management

A direct advisory process.

Services are provided under a written agreement and current disclosures.

Managed portfolios

MGAM manages assets for eligible investors within an advisory relationship.

Tactical allocations

Portfolios may use stocks, ETFs, cash and other permitted instruments.

Customized portfolio design

Objectives, liquidity, restrictions, taxes, fees and strategy availability influence design.

Model-informed implementation

Approved sleeves can include NQ3, Large Cap Leadership, SMID Cap Leadership, Profit Navigator, Alpha Rotation and GEMS, combined within one of five risk-aligned portfolio blends when appropriate. The advisory service delivers a complete managed portfolio rather than stand-alone access to the underlying indicators, scanners or formulas.

Ongoing management

Monitor strategies, risk, implementation and material changes.

Private consultation

Prospects begin with a fit discussion, not a public checkout flow.

Performance by relationship: Clients may use different blends and allocations, so MGAM does not present one public return as representative of every client. Relevant blend-specific performance information and supporting verification are available to eligible prospects upon request.

Process: Discovery, fit, documentation, implementation and ongoing review are completed within the advisory relationship before and after capital is allocated.

Symphony

Symphony: MGAM’s most aggressive portfolio model.

Within MGAM’s five-blend lineup, Symphony is available only to qualified clients who satisfy applicable eligibility requirements. Most of the portfolio is allocated among approved MarketGauge model sleeves, while a 10% discretionary component allows MGAM to make selected discretionary trades. Actual eligibility and terms are confirmed before entering the advisory agreement.

Standard fee schedule

Management and incentive fees

Standard Symphony fees are 1.50% annually based on assets under management, plus a 15% incentive fee on net new profits above a high-water mark.

Fees may be adjusted by MGAM based on account size and other relevant factors.

Agreement controls

Terms are documented before implementation.

The written advisory agreement and current disclosures govern eligibility, fee calculations, the high-water mark, deposits and withdrawals, and all other account terms.

Symphony is not available to every investor. Performance-based compensation is used only when permitted and documented under applicable requirements.