Investment Strategies



Rules-based investment strategies including momentum and trend-following minimize drawdowns, remove investor bias, reduce anxiety and fear and create a smoother investment ride. Invst strategies are built to help you live the life you want.

 

 

 

  • Traditional

    Conservative risk profile

    You prefer not to take a lot of risk in your portfolio and want a permanent allocation to fixed income. Your investment timeline may be less than 10 years so you want to preserve your assets. Lower risk, less volatility, and lower drawdowns are what’s most important to you and you’re willing to sacrifice some returns to avoid major volatility.

     

    Primary goal:

    Traditional in global asset allocation structure but non-traditional in its returns and volatility. This conservative, equal weighted global allocation seeks to increase returns, minimize downside risk, and reduce volatility.

     

    Balanced Market Approach

    Allocates among 11 globally diverse assets among US, developed and emerging market equites, domestic and international bonds. No one asset can represent more than 9% of the portfolio.

     

    Avoid Large Drawdowns

    Designed to mitigate downside risk by moving some or all of holding positions to cash or cash alternatives when the rules-based formula dictates a defensive position.


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    Compound Annual Growth Rate 6.95%
    Standard Deviation 6.7%
    Max Drawdown -11.4%
    Worst Year -1.42%
    Sharpe .79
    Sortino 1.39


    Data depicted here represents a hypothetical account using back-tested data for a 20-year period ending 6/29/2018. Returns are calculated net of fees of 0.75%. Past performance is not indicative of results or future performance. Potential for profits is accompanied by the possibility of loss. See below for more important disclosures.



  • Progressive

    Moderate risk profile

    While you prefer not to take risk with your investments, you realize a portion needs to be in riskier assets to achieve your goals. Your investment horizon is typically 10 years or more.

     

    Primary Goal:

    Progressive is actually four momentum models combined into one blended solution to provide a diversified portfolio offering low volatility and consistent growth.

     

    Downside Risk Protection:

    By using absolute and relative momentum Progressive seeks to minimize drawdowns and preserve upside growth opportunities by being fully invested when assets and the economy are trending upward.

     

    Multiple Tactical Approaches:

    Equity TAA strategies and Bond TAA strategies act independently and use different rules to offer complete asset and strategy diversification within your portfolio.


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    Compound Annual Growth Rate10.20%
    Standard Deviation 8.1%
    Max Drawdown -9.7%
    Worst Year -1.39%
    Sharpe1.00
    Sortino1.93


    Data depicted here represents a hypothetical account using back-tested data for a 20-year period ending 6/29/2018. Returns are calculated net of fees of 0.75%. Past performance is not indicative of results or future performance. Potential for profits is accompanied by the possibility of loss. See below for more important disclosures.



  • Tempo

    Growth risk profile

    You understand the need to take investment risk to achieve your goals and having a higher concentration in equities is preferable. Your investment timeline is greater than 10 years.

     

    Primary goal:

    A focused approach to global asset allocation with a concentrated position of top trending assets.  

     

    Balanced Market Approach

    Using the same 11 globally diverse asset classes from Traditional, Tempo concentrates holdings on top trending assets with no one asset representing more than 16.67% of the portfolio.

     

    Avoid Large Drawdowns

    Designed to mitigate downside risk by moving some or all positions to cash or cash alternatives when market conditions call for a defensive position.


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    Compound Annual Growth Rate 9.42%
    Standard Deviation 10.3%
    Max Drawdown -20.1
    Worst Year -8.27%
    Sharpe .77
    Sortino 1.37


    Data depicted here represents a hypothetical account using back-tested data for a 20-year period ending 6/29/2018. Returns are calculated net of fees of 0.75%. Past performance is not indicative of results or future performance. Potential for profits is accompanied by the possibility of loss. See below for more important disclosures.



  • Dynamic

    Aggressive risk profile

    You are willing to take on investment risk and understand the long-term return trade off. You accept a higher degree of volatility in order to achieve a higher long-term return. Your investment timeline is greater than 10 years.

     

    Primary Goal:

    Maximize returns through an all-equity tactical asset allocation strategy.

     

    Multiple Tactical Approach:

    Dynamic uses three different tactical models to offer strategy diversification and equity asset allocation across global equity ETFs.

     

    Downside Risk Protection:

    Dynamic uses trend-following and economic stress rules to minimize drawdowns. Downside risk is mitigated by moving some or all holding positions to cash or cash alternatives when systematic-active rules dictate a defensive position.

     


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    Compound Annual Growth Rate 13.08%
    Standard Deviation 12.1%
    Max Drawdown -15.5%
    Worst Year -7.85%
    Sharpe .94
    Sortino 1.74


    Data depicted here represents a hypothetical account using back-tested data for a 20-year period ending 6/29/2018. Returns are calculated net of fees of 0.75%. Past performance is not indicative of results or future performance. Potential for profits is accompanied by the possibility of loss. See below for more important disclosures.



  • US Sector Rotation

    Very aggressive risk profile

    You are a high risk investor seeking the highest possible return and are willing to take on significant risk to do so. Volatility is not an issue as you are seek out long-term capital growth. You have an investment horizon greater than 15 years.

     

    Primary Goal:

    U.S. Sector Rotation model examines 11 U.S. equity sectors and selects the top trending sectors for maximum, concentrated return.

     

    Focused Market Approach:

    Sector rotation is concentrated on segments of the US economy that have the greatest positive trends. The goal is to capture higher upside potential than the market as a whole.

     

    Downside Risk Protection:

    Sector Rotation may allocate a portion or all of the account in cash or an enhanced cash alternative during periods of market stress to protect capital from significant loss.

     


    Invest Now

    Compound Annual Growth Rate 11.02%
    Standard Deviation 11.8%
    Max Drawdown -19.74
    Worst Year -9.85%
    Sharpe .80
    Sortino 1.43


    Data depicted here represents a hypothetical account using back-tested data for a 20-year period ending 6/29/2018. Returns are calculated net of fees of 0.75%. Past performance is not indicative of results or future performance. Potential for profits is accompanied by the possibility of loss. See below for more important disclosures.



  • Income

    Dividend seeking growth risk profile

    You are looking for some income from your portfolio and while maintaining an amount of growth. You understand the need for some riskier assets for growth but need less volatility and downside risk protection for income.

     

    Primary Goal:

    Provide a more conservative portfolio strategy for someone who wants a dividend-based portfollio or wants to draw income from the portfolio.

     

    Yield:

    The majority of ETFs in allocation provide a dividend yield with an overall 80/20 allocation. This higher equity participation offers greater yield opportunity.  

     

    Downside Risk Protection:

    By using multiple TAA models within one portfolio, Income seeks to limit drawdowns and reduce wild fluctuations while creating a level of yield and growth for the investor.


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    Compound Annual Growth Rate 10.46%
    Standard Deviation 9.1%
    Max Drawdown -10.2%
    Worst Year -0.97%
    Sharpe .95
    Sortino 1.94
    Average Yield 3.1%


    Data depicted here represents a hypothetical account using back-tested data for a 20-year period ending 6/29/2018. Returns are calculated net of fees of 0.75%. Past performance is not indicative of results or future performance. Potential for profits is accompanied by the possibility of loss. See below for more important disclosures.