Our Story
After investing through the 2000’s Dot-com bubble and watching investment accounts disintegrate, we knew there had to be a better way. We realized that ‘Buy and Hold’ was just a fancy way of saying ‘Buy and Hope.’
We started focusing on a way to manage risk when the trend turned negative. We built the first version of the Shield around the 200-day moving average, better known as the ‘Red Line.’
Then came 2008. The Financial Crisis came and went in a fashion that looked much different than the sleepless nights of the early 2000s. While the 'Passive' world was devastated by buying-and-holding through the worst crash since the great depression, we had a process. When the Red Line broke, it was a signal to manage risk. We didn't have to guess; we just had to follow the signal.
That’s when we realized this wasn’t just a tool for us—it was a mission.
We founded Momentum Wealth Research to take those same institutional-grade risk management tools and put them in the hands of the individual investor.
