Gary W. Lavallee, President

At BullMaverick, we believe managing money is about discipline, not guesswork. Our philosophy is grounded in data, guided by proven strategies, and designed to adapt as markets change. We aim to help our clients grow and preserve capital through a systematic approach to investing.

1. We Focus on Strength, Not Hype

Our approach is based on identifying investments that show consistent strength relative to others. This is known as Relative Strength Analysis, a method of comparing the performance of one investment to another or to a benchmark. By doing this, we aim to focus on areas of the market that are showing positive momentum.

Note: Relative strength does not guarantee future performance and should be used in combination with other analysis.

2. We Follow Trends — But We Do It Thoughtfully

Markets often move in trends. We use moving averages — a commonly used technical tool — to help us understand whether an investment is in a rising or declining trend. These indicators help smooth out short-term noise and identify longer-term direction.

Note: Technical indicators like moving averages are used as part of a broader strategy and should not be relied upon in isolation.

3. We Consider the Whole Picture

We don’t rely on a single data point or signal. Our process considers volume trends, market sentiment, and accumulation/distribution indicators — which can help gauge the buying or selling interest from institutional investors. This allows us to form a more complete view of market behavior and potential opportunity.
 

4. We Compare, Filter, and Focus

With thousands of investment choices available, our job is to narrow that list to a manageable, high-conviction group. We use screening tools and ratio comparisons to assess relative strength across sectors, companies, and indexes. This helps us identify investments that align with our strategy and your risk tolerance.
 

5. We Actively Manage Risk

Risk management is central to everything we do. While no strategy eliminates risk entirely, we use a variety of tools — such as support/resistance levels, volume profiles, and option-based hedging techniques — to manage downside exposure and help protect capital.

A Data-Driven, Research-Backed Approach

Our investment process is guided by objective research and real-time market data. We continuously review sector performance, track leadership trends, and assess how our portfolios are positioned relative to the broader market.

We do not offer market timing. Our strategies are designed to be adaptive, not predictive.

In Summary

We aim to provide a disciplined, transparent, and risk-conscious approach to investing. Our process is not built on emotion or speculation, but on structure, data, and experience.

Let’s Talk

If you’re ready to take a more structured approach to your financial goals, we’re here to help you understand your options and explore whether our philosophy is the right fit for you.

Disclosures

BullMaverick is not a registered investment advisor and does not provide personalized financial advice through this website. The information provided herein is for educational purposes only and should not be considered investment advice or a recommendation to buy or sell any specific security. Note: Relative strength does not guarantee future performance and should be used in combination with other analysis. All investing involves risk, including the potential loss of principal. Our screening methods are part of a process and not a guarantee of success. All investments carry risk, including the risk of loss. Risk management tools may help mitigate risk but cannot prevent it. All investment strategies carry risks, including the risk of loss. We do not offer market timing. Our strategies are designed to be adaptive, not predictive. These tools do not predict market movements with certainty and involve inherent limitations. Technical indicators like moving averages are used as part of a broader strategy and should not be relied upon in isolation.  Past performance does not guarantee future results.