1. Create portfolios based on asset and sector classes believed to be in a long-term uptrend. As Warren Buffett says, "Find a trend; throw yourself in front of it."

2. Use a watch list to monitor a group of best-in-class, non-proprietary investment vehicles.

3. Utilize quantitative analysis tools to improve the buy/sell decision-making process.

4. Track and monitor legal insider trading activity to enhance the investment entry and exit decision process.