You've Diversified Your Assets. Have You Diversified Your Strategy?
Most investors own large-cap stocks, small-cap stocks, maybe some real estate or gold. But when the market goes down, all of that tends to go down together. AIM is designed to do something different — systematically, every time.
What This Is — and What It Isn't
AIM is a rules-based, non-discretionary investment framework. That means every exposure decision follows predefined criteria — no gut feelings, no market predictions, no last-minute calls. The main strategy has been unchanged since January 24, 2004.
Here's what Dave will tell you straight: there's nothing wrong with buy and hold. It's a perfectly valid strategy. But it shouldn't be your only strategy. When the market drops, buy-and-hold drops with it. AIM is designed to provide a different kind of exposure — one that doesn't move in lockstep with everything else in your portfolio.
"The investment that is right for everyone does not exist. I'd rather lose a sale by being upfront about what to expect than gain one by overselling. Your word is your bond."
What Makes AIM Different
Full Transparency
Every decision rule is established in advance and fully documented. You'll know exactly how exposure decisions are made — no black boxes, no mystery.
Emotion-Free Discipline
The non-discretionary approach removes the emotional roller coaster from investing. Same rules, same process — whether the market is euphoric or panicking.
Built for the Long Haul
Think of it like a very good roller coaster — it has its ups and downs, they can be steep, but there's no 600-foot drop. If you're patient, everybody will be happy.
True Strategy Diversification
Your portfolio probably diversifies assets. But does it diversify strategies? AIM's 0.18 S&P 500 and 0.28 NASDAQ 100 correlation since inception — going negative in downturns — means it's doing something the rest of your portfolio can't.
Respect the Work
Over 1,500 hours of development went into building and testing these models. The methodology wasn't assembled overnight — it was earned through years of rigorous data work, statistical validation, and learning from what doesn't work. That discipline is what makes it reliable.
See If AIM Is Right for You
Request the AIM Strategy Overview for a straightforward look at how this rules-based framework works. No pressure, no overselling — just the facts.