THE STRATEGISTS
Each of our Strategies goes through a rigorous vetting process to ensure they are ready for our investor community. We want to make sure that their strategies have been tested and if they are of the highest quality and standards.
Capital Management Services (CMS) developed its strategy to support the investor community’s high demand for continual improvement within the ever-changing financial environment.
STRATEGIC PHILOSOPHY
Fact-Based Investing: The Science of “What Is”
At CMS, there are no predictions, opinions, outlooks, or forecasts. We have no opinions – but we’ve got lots of facts. We call our approach “Fact-Based Investing.”
Where others try to seduce with predictions, opinions, outlooks, or forecasts, CMS sticks to the dictum of Dragnet’s Sgt. Joe Friday: “Just the facts, ma’am.” Those words – predictions, opinions, outlooks, forecasts – form the acronym “POOF,” which is an apt description of what can happen to a client portfolio or advisor’s business when he or she overly relies on them.
Fact-Based Investing, by contrast, deals with the market as it really is, and never seeks to impose our opinions about what it “ought” to be doing. With an emphasis on supply-and-demand measurements, market trends and high-performing asset classes are identified. Using multiple time frames, Strategy Marketplace strategies seek to participate in uptrends, protect in downtrends, and construct portfolios solely from high-performing asset class candidates.
Investing is a journey. Successfully reaching an investor’s destination requires that the journey not be ruined by disaster along the way:
- A 50 percent decline just before an investor’s planned retirement date
- A bear market so psychologically crippling that an investor quits in a combination of fear and disgust
- A portfolio so conservative that it will not be destroyed by a bear market, but neither will it come close to meeting the investor’s retirement goals
- A portfolio so rigid in its pie chart allocations that it pours money into losing positions without regard to the realities of the market, and requires the investor to “hang in there” during bear markets in hopes of one day getting back to even
Benjamin Graham, known as the “Dean of Wall Street” during his career, wisely cautioned that investors should keep their priorities straight when he said, “The essence of investment management is the management of risk, not the management of returns.”
CMS, like Benjamin Graham, makes management of risk the centerpiece of every strategy. To CMS, disaster avoidance is not just a cute phrase – it is the guiding principle behind everything we do.
Tony Roylance
Lead Strategist
BIO
A lifelong resident of the St. Louis area, Tony Roylance has many talents. He began his career in the financial industry in the mid-90s working in the margin department at A.G. Edwards. A few years later, he pursued his childhood dream and became a professional paramedic and firefighter.
While balancing his duties as a fireman, he continued his study and interest in the market. Roylance put his knowledge to use serving on the pension board to help firemen and their families with their retirement.
Roylance obtained his Series 65 Investment Advisor Representative designation as he saw a desperate need amongst his peers for independent financial advice and the importance of active investment management. That passion, combined with Capital Management Services, evolved into the designing of active investment strategies.
When Roylance is not studying the markets or fighting fires, he enjoys being on the golf course or quiet time on the Big River.
MarketGauge was founded 20 ago years by successful floor traders turned hedge fund managers. Their mission is to provide strategic and actionable information that empowers novice to professional investors and advisors to surpass their financial goals.
Keith Schneider
Lead Strategist
BIO
With more than 40 years of trading, mentoring, and systems development experience, Keith Schneider is the co-founder and CEO of MarketGauge.com. For nearly 20 years, he’s been developing and improving trading products, services, strategies, and systems while also serving as a trading mentor for MarketGauge customers.
As a former floor-trader, Schneider was the youngest member of all the New York Commodities Exchanges, one of the world’s largest Hedge Funds, and traded as an independent floor trader managing his own account.
Schneider was a pioneer in early computerized trading as the founder of MarketVision Inc., which developed one of the world’s first computerized trading platforms providing high-end graphical analysis to institutional traders. He also spent several years as a hedge fund manager at Millennium Partners, LLC, a multi-billion dollar fund, managing quantitatively based equity strategies similar to some of the systems now provided by MarketGauge.
Schneider is also the founder and partner in Marketgauge Asset Management, LLC, and the founder partner in Wizard IP, a software development company.
Michele ‘Mish’ Schneider
Director of Trading Education
BIO
Michele “Mish” Schneider currently serves as Director of Trading Research and Education at MarketGauge.com, a 20-year industry-leading financial publishing company. She writes and produces daily market analysis in “Mish’s Daily”, and serves as a developer and trading mentor for trading services.
Mish is a former floor trader on several New York Commodity Exchanges, including Coffee, Sugar and Cocoa, NYMEX and FINEX in NYC. While on the trading floor, she also served as a market analyst for two of the largest commodity trading firms at the time – Continental Grain and Conti-Commodities.
With an M.S. in Special Education and a former special education teacher, Mish has applied her educational expertise as a curriculum improvement consultant to school districts in the North East and New Mexico.
Mish runs a discretionary trading recommendation service called MMMAdvantage, for active investors. She is also a partner at Wizard IP, a financial software company, and a managing member of MarketGauge Asset Management, LLC., an RIA.
In 2017, MarketWatch, owned by Dow Jones, named Mish one of the top 50 financial people to follow on Twitter. In 2018, Mish was the winner of the Top Stock Pick of the year for RealVision. In 2020, Mish won the Bookauthority.com award for writing one of the best wealth books of all time. Plant Your Money Tree: A Guide to Growing Your Wealth made Amazon’s # 1 Best Seller in Retirement Planning and #5 Best Seller in Investing. Mish appears as a frequent guest for many media outlets to provide market analysis and commentary.
James Kimball
Quantitative Analyst and Systems Architect
BIO
James Kimball started his career as an independent trader before making the shift into statistical and automated trading system development and management. His interest in finance grew from his studies of public policy and economics. Because of his background, Kimball can form the basis for diagnosing the intersection of major global and macroeconomic factors that play out every day in the financial markets.
Kimball has a Master’s in Finance from Villanova University and is a former research fellow with the Ludwig von Mises Institute. He has been published in the peer-reviewed Quarterly Journal of Austrian Economics under Vol. 8 No. 3. Kimball is a FINRA Series 65 registered investment advisor representative and holds a FINRA series 24 general securities principal and serves as Investment Advisor and Chief Compliance Officer with MarketGauge Asset Management LLC.
Sungarden Core Philosophy is a total return-focused, all-weather portfolio strategy. It is comprised of 2 parts which are designed to work together: a long-term-oriented equity portfolio (based on the firm’s proprietary YARP™ dividend stock methodology) and a tactical portfolio (primarily using ETFs), which aims to avoid major loss and add return through the use of investments held over shorter time periods. The strategy’s Performance has been audited and verified by a professional third-party auditor.
The strategy prioritizes risk-management, as Sungarden believes that competitive long-term returns are more about avoiding major drawdowns than investing aggressively. The portfolio’s primary benchmark is the S&P Target Risk Moderate Index.
Rob Isbitts
Founder
BIO
Rob Isbitts has spent the past 35 years as an investment strategist, advisor, researcher, thought-leader and journalist.
He has devoted his career to helping investors make sense of chaotic markets, and growing a team of next-generation leaders to continue developing his Intellectual Property and investment approach.
In 2021, Isbitts and his team debuted Sungarden Investment Publishing (SIP), an investment publication that focuses on offering a differentiated investment and research service at a compelling price point.
SIP opens up Isbitts’s 30-plus years of investment strategy experience to clients and investors, so they can focus on investment process and strategy instead of stock tips and tired asset allocation techniques. Isbitts is a senior contributor to Forbes.com, a contributor to U.S. News & World Report, and has written regularly for TheStreet, MarketWatch, and RIA Biz. He has written three books on investing, including the 2021 e-book “Modern Dividend Investing: The Isbitts Ratio™ and YARP Methodology.”
INFORMATION FOR
Advisors
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CONTACT
410 Sovereign Court, Suite 14,
Manchester, MO 63011
DISCLAIMER:
Accessibility Statement for Individuals with Disabilities
Advisory services offered through Strategy Marketplace, LLC.
We are an independent financial services firm helping individuals create retirement strategies using various investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
The information and opinions contained in any of the material requested from this website are provided by third parties. They have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Form ADV Part 2 – Disclosure Brochure
Form ADV Part 3 – Client Relationship Summary (Form CRS)
