our ETF based Tactical Allocation Strategies are designed to participate in the upside while protecting on the downside.
Let's discuss which of our strategies is right for your investment needs.
FIXED INCOME
A momentum-based strategy that seeks to outperform the Barclays Aggregate Bond Index while providing safety and decreased volatility.
GLOBAL Select
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.*
LOW VOLATILITY
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.
SECTOR SELECT
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.