Investment Management Services

Investment Management Expertise Refined Over 30 Years

Investment Management Services We Offer

We provide investment management services through Game Plan Advisors, Inc. (GPA), an independent investment advisor. GPA is privately owned by Chris Wootton, ChFC®, principal and Chief Investment Officer.

Most investment advisors rely on third-party managers to oversee their clients’ funds. This is convenient for the advisory industry because it places responsibility for performance on “the other guy”. We take a proactive approach, dynamically advising our clients with responsive options when conditions require it.

We manage our clients’ investments using mathematical models that allow us to make decisions void of much of the emotion surrounding market conditions. We believe that through daily monitoring of the momentum of various stock and bond market asset classes and sectors, we can remove much of the guesswork upon which institutional philosophy relies.

How We Select Investments


Step 1:

Continually Monitoring Various Stock and Bond Asset Classes & Sectors


We start our selection process with a large universe of investment categories. We use Exchange Traded Funds (ETFs)* to monitor various segments of the stock market.
  • Utilities
  • Nasdaq 100
  • Dow 30
  • Midcap
  • Healthcare
  • Technology
  • Real Estate
  • Industrial
  • Telecom
  • Energy
  • Russell 3000
  • SmallCap
  • LargeCap
  • S&P 500
  • Emerging Markets

*Funds listed are for example only and are not a complete list. Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

Indices are unmanaged and investors cannot invest directly in an index. The Nasdaq Composite Index is a market-capitalization-weighted index of the more than 3,000 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks. The index includes all Nasdaq listed stocks that are not derivatives, preferred shares, funds, exchange-traded funds (ETFs) or debentures. The Dow Jones Industrial Average (DJIA) is a price-weighted average of 30 actively traded “blue chip” stocks, primarily industrials, but includes financials and other service-oriented companies. The components, which change from time to time, represent between 15% and 20% of the market value of NYSE stocks. The Russell 3000 Index is an unmanaged index comprised of the 3,000 largest U.S. companies based on total market capitalization, which represents approximately 98% of the investable U.S. equity market. The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. It is a market-value-weighted index with each stock’s weight in the index proportionate to its market value.


Step 2:

Daily Performance Rankings


Next, we rank the funds in the selection according to their performance. Mathematical algorithms evaluate how each segment is currently performing compared to the overall stock market – and to each other.

Step 3:

Fund Selection


Based on the analysis of the funds’ performance, we select the top-performers. Our aim is to invest in areas of the markets that are currently performing better than others, as well as those which have the highest mathematical probability of providing gains.

Next, we rank the selected funds according to their performance. Mathematical algorithms evaluate how each segment is currently performing compared to the overall stock market – and to each other.

What Happens to Our Models During Market Downturns?

Experience has shown us that seeking to avoid huge market downturns could add significant value over time. When markets fall, there are still parts of the market that decline less than others. While no firm can completely eliminate the volatility risk of their client’s portfolios, our approach dynamically seeks to manage risk and help weather the storms of the market. And, because we are dynamic managers, our approach may identify asset classes and sectors recovering faster than others.

It’s our pleasure to share our current models and their historical performance with you. We are confident we can match your desire for risk and return with one of our models. More importantly, through our financial planning process, we will match the risk and return of our models to your anticipated lifetime needs.

Ready to Take

The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Give us a call at 866.416.1703 or 936.449.5962

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