Our Systematic Investment Process Is Designed To Deliver Capital Appreciation With Lower Volatility In Good Markets,
And capital preservation with lower drawdowns in more challenging ones.
Let's discuss which of our strategies is right for your investment needs.
OUR ETF BASED TACTICAL ALLOCATION STRATEGIES ARE DESIGNED TO PARTICIPATE IN THE UPSIDE WHILE PROTECTING ON THE DOWNSIDE.
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.
OUR TACTICAL EQUITY STRATEGIES ARE FACTOR-BASED, KEYING ON DURABLE INVESTMENT THEMES AND IMPLEMENTED SYSTEMATICALLY
Social Select
Seeks to identify companies that have positive environmental, social and governance characteristics and are positioned for sustainable growth.
Innovators Select
Seeks to identify companies focused on investing in the future today, selecting a concentrated portfolio of stocks from the NASDAQ-100 Index.
* custom 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.