Managed Equity Strategies

Actively managed, individual stock strategies using fundamental analysis.

Managed Equity:
Growth Strategy

30-35 Stocks

Long-term commitments to growing companies, strategically diversified among three categories:

  • Core Holdings
  • Tactical Opportunities
  • Emerging Franchises

Managed Equity:
Dividend Strategy

20–25 Stocks

Stocks selected for sustainable dividend income and diversified across three categories:

  • Income & Growth
  • Aggressive Yield 
  • Tactical Opportunities

Fixed Income Strategies

With an overall objective of capital preservation, actively managed fixed income portfolios are structured to emphasize income, liquidity, or an aggregate of the two.

Individual Bond Strategies:
Corporate or Municipal Focus

10-20 Bonds

Diversified, investment-grade bond portfolios constructed for one of three objectives:

  • Liquidity 
  • Aggregate
  • Income  

Bond ETF Strategies:
Aggregate or Income Focus

4-6 ETFs

Actively managed portfolios constructed of ETFs to achieve specific parameters for duration, credit quality, and yield curve optimization.

Quantitative Strategies

Global Equity Strategies

Broad diversification across 10 global risk markets with a systematic rebalancing discipline that over-weights relative strength and under-weights relative weakness. Allocation targets are refreshed quarterly.

Tactical Global Strategies:
Growth or Income Focus

10 Global Sector ETFs

  • Large Cap Growth & Value
  • Domestic Mid & Small Cap
  • International Large & Small Cap
  • Emerging Markets
  • Natural Resources
  • Real Estate
  • High Yield Bonds

Global Asset Allocation Strategy

Dynamically adjusts to market conditions based on moving average signals for five risk markets. Equity exposure ranges from 10% to 100% with a fixed income out-position. Allocation targets are refreshed weekly.

Tactical Dynamic Allocation Strategy

5 Risk market ETFs

  • Domestic Equity
  • International Equity
  • Emerging Markets
  • Natural Resources
  • Real Estate
  • Fixed Income (out-position)

International Equity Strategy

Systematic adjustments to tilt the portfolio toward characteristics of value, momentum and low market capitalization occur within the five ETFs that comprise the portfolio model.

International Focus Strategy

5 ETFs

  • International Value
  • International Momentum
  • International Small Cap
  • Emerging Markets Value
  • Emerging Markets Momentum