Tactical Strategies Portfolio Suite

Solid Equity-Based Alpha Generation With A Reduced Risk Profile 

Our portfolio strategies are responsive and dynamic that adapt to current market trends. We eliminate human emotion form the investment process, which provides the ability to execute quickly under any market circumstances according to our strict quantitative criteria.  Each strategy is designed to mitigate risk and downturns in the stock market. All portfolios utilize a rule-based process designed to be transparent, repeatable and reliable.

Our Core Portfolio Strategies

Adaptive Asset Allocation Strategy

Designed to follow the trends of the markets to mitigate risk exposure

Target Sector Strategy

Targeting high growth sectors of the market to provide high capital appreciation potential

Tactical Fixed Income Strategy

An actively managed fixed income portfolio using tactical asset allocation to increase alpha and reduce volatility in the Core Portfolio Strategies