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Individual Stocks May also hold ETFs and ETNs

Counsel Wealth Management, Inc.
6 Pine Tree Drive, Suite 100
St. Paul, MN 55112

phone 651.639.8707
fax 651.639.8807


The Advance & Protect Stock Portfolio is a managed brokerage account strategy with the objective to achieve Growth by participating in advancing equity markets and protecting principal in declining markets.


  • Positive Price Momentum — We utilize multiple resources to initiate a fundamental analysis methodology to identify individual stocks with positive price momentum and the potential for growth.

  • Trend Following — We utilize technical analysis and a number of modeling tools to identify the point of buying and selling.

  • Advance & Protect — Our aim is to own stocks as they are appreciating in price, and then sell them when the price trend reverses and markets decline.