our ETF based Tactical Allocation Strategies are designed to participate in the upside while protecting on the downside.
A momentum-based strategy that seeks to outperform the Barclays Aggregate Bond Index while providing safety and decreased volatility.
An asset allocation model that selects ETFs from a pool representing equities, fixed income, real estate, and commodities. This strategy seeks to outperform a custom blended benchmark.*
A momentum-based strategy that rotates between low volatility ETFs and dividend ETFs. This strategy seeks to outperform the S&P 500 Low Volatility Index.
A sector rotation model that selects sector ETFs or fixed income ETFs of varying duration based on momentum and risk. This strategy seeks to outperform the S&P 500 DRI Index.
* Blended Benchmark is: 45% MSCI ACWI Index TR, 50% Barclays US Aggregate Bond Index TR, and 5% MSCI US Reit Index, seeking to replicate the global investable universe including global equity, fixed income, and real estate and weighting is based on a trailing ten year average for each asset class.