MarketCycle Wealth Management, LLC

The firm advises individual and corporate clients on ongoing discretionary portfolio management, creating individualized Investment Policy Statements to guide asset allocation and security selection. It oversees implementation and regular monitoring across a broad set of investments, including mutual funds, equities, bonds, ETFs, REITs, private placements, hedge funds and insurance products such as annuities.

Investment decisions draw on a mix of charting, technical, fundamental and cyclical analysis, and the firm employs both long‑ and short‑term strategies, including short sales and options writing when appropriate. Client accounts are managed under discretionary authority with documented risk tolerances and are charged percentage‑of‑AUM advisory fees billed in arrears.

Notable features include a small client roster — roughly 28 accounts representing about $20 million in discretionary assets — with all assets managed internally rather than through third‑party managers, resulting in higher average assets per client. The firm requires clients to custody assets at its chosen broker‑dealer (Interactive Brokers), maintains block trading capability, and enforces a five‑day personal‑trading window around client trades for non‑mutual fund/non‑ETF securities.