About Us

Since 1969, The Chartist has been dedicated to helping individuals achieve their financial goals. Portfolio Manager Dan Sullivan has always applied his own disciplined, unbiased, and independent approach to making money in the stock market. Through bull and bear markets, he has helped clients do the same.

steve_danThe Chartist is one of the few advisory services in the country that has built a successful track record with a real money account. While we can’t guarantee future results like those of the past, we can promise that we will manage your money as carefully and prudently as we manage our own. Currently, The Chartist manages over $250 million. Our clients include individuals, corporate and profit sharing plans, trusts, estates, and foundations.

It has always been our contention that in order to be successful in the market one must have a tested, disciplined strategy that has proven itself over time. This simple concept is infinitely more important than occasionally being on the wrong side of the market. The cornerstone on which we have built our methodology is the preservation of capital. Unfortunately, in bull markets the value of this basic concept is often lost, but its value is readily apparent in bear markets.

Since it is impossible to predict the tops and bottoms of the market, we do not base our market timing on those events. The Chartist models are geared towards identifying long-term trends and then positioning ourselves in high relative strength mutual funds and ETFs when the odds favor an up-market. When our models warn of a potential long-term decline, we then exit the market and move to the safety of money market funds. Being “in” the market only during the major portion of long-term up-trends and “out” of the market during the major portion of long-term down trends is what our successful timing has been all about.

To continue to be successful in our timing efforts, we should never lose sight of the reasons we time the market. While the primary goal of market timing is to preserve capital, the primary benefit of market timing is to reduce risk. Far too many investors have unrealistic goals in mind when they start an investment plan. An investor armed with the facts regarding their plan will be better prepared to ride out the ups and downs of the market on a more even keel. This helps reduce anxiety in investment decision making and, in turn, hopefully improves results.