The Dynamic Core strategy seeks to provide broad market exposure across a number of different investment geographies, capitalizations and styles. The strategy’s tactical allocation approach uses macroeconomic, fundamental and technical factors to actively manage its holdings and overall risk profile. In severe down markets, the strategy may raise its cash weighting to preserve capital. The strategy is broadly diversified and invests primarily in stocks and ETFs to achieve its investment objective of long-term capital appreciation and risk diversification.
The All Cap Growth strategy seeks to aggressively grow capital by investing in fundamentally and technically strong stocks and ETFs across all market capitalizations and protect principal by allocating to cash in high risk markets. The strategy utilizes a quantitative and fundamental approach supplemented by macroeconomic analysis in an attempt to control downside losses and protect capital.
The Blue Chip Income strategy seeks long-term capital appreciation with downside protection by investing in a diversified portfolio of high quality Blue Chip stocks and ETFs in low risk markets and protecting principal in high risk markets by moving up to 100% cash. Market exposure is adjusted by monitoring long-term market trends to evaluate the risk and reward of owning equities versus protecting capital.
The Impact strategy seeks long-term capital appreciation with downside protection. By adding a socially responsible overlay to our investment approach, we seek to consider both financial return and social good. The strategy invests in a diversified portfolio of stocks and ETFs in low-risk markets, and protects principal in high-risk markets by moving to cash. The strategy proactively monitors long-term market trends to evaluate the risk/reward of having market exposure versus protecting capital.
The Global Multi-Asset Class Income strategy seeks to deliver above-average market yields while maintaining below-average market volatility by investing in multiple asset classes of income-producing securities. The strategy employs a quantitative approach to opportunistically rotate between equity income and fixed income securities in an attempt to protect capital yet provide for income in high risk markets.
The Global Tactical strategy seeks long term capital appreciation with downside protection by investing in global asset classes and preserving capital in severe down markets by moving up to 100% in cash. The strategy employs a quantitative approach to opportunistically rotate between investments in global asset classes and cash in an attempt to protect capital in high risk markets.
The Tactical Fixed Income strategy seeks to provide current income, capital appreciation and preservation by investing in a broadly diversified portfolio of bonds. The strategy employs a quantitative approach to opportunistically rotate between multiple bond sectors in an attempt to adjust the portfolio through shifting interest rate and credit cycles.