We currently offer six separately managed account strategies which employ funds and exchange traded funds (ETFs). Each is unique and each is designed to act differently throughout a market cycle.
All six strategies are available on both the Fidelity and Schwab platforms. To learn more, click on the name of a strategy.
The objective of the Risk Managed strategy is to reduce portfolio risk and overall loss while seeking to achieve superior returns to its benchmark over a complete market cycle.
To accommodate this more conservative approach, Risk Managed is typically invested in 10 to 20 positions from a broad universe of domestic equities, and will employ money market/cash or short fund positions during adverse market conditions. This strategy cannot be net short in the portfolio.
Risk Managed can be fully invested, partially in cash, completely in cash, or even partially short as a hedge against existing long positions.
While Risk Managed may limit the overall losses suffered during major declines, it may also limit returns in advancing markets.
Risk Managed is our most conservative strategy, emphasizing capital preservation over investment return.
To view the performance of Risk Managed Fund, click here.
Utilizing an approach designed to moderate risk exposure, the objective of the Tactical Global Bond Strategy is to identify and focus portfolio assets into fixed income securities expected to perform the best on a risk adjusted basis in the current market environment.
The strategy is designed to deliver total returns that approximate the iShares Aggregate Bond and the Lipper Global Income Funds Index over the course of a complete market cycle.
The manager strives to accomplish this goal by monitoring risk levels of current positions and prospective investments against various fixed income categories, using a risk adjusted scoring algorithm to rank each security relative to all other securities held or considered for investment.
The strategy seeks to keep assets focused in top ranking securities. The collection of ETFs and mutual funds considered for investment cover maturity lengths of all time frames, U.S. treasuries, investment grade corporates, high yield corporates and numerous international fixed income securities.
The Tactical Global Bond Strategy is a conservative to moderate investment tool that provides income and the potential for moderate capital growth through a balanced mix of fixed income investments. Cash levels could build during adverse fixed income environments.
Please contact Niemann Sales at 877.643.8777 or email sales@ncm[dot]net for more information about the Tactical Global Bond Strategy.
Utilizing an approach designed to moderate risk exposure, the objective of the Risk Managed Sector strategy is to identify and focus portfolio assets into industry sectors expected to perform best in the current market cycle.
It's important to note that sectors can be volatile, and as powerful fundamentals unfold, these funds will often dominate the lists of largest gainers and losers. To mitigate this volatility, the Risk Managed Sector strategy emphasizes capital preservation over investment return and will rotate to cash in adverse market conditions.
The Risk Managed Sector strategy is typically allocated into 5 to 10 positions from a variety of both domestic and international sector funds.
This is a moderate risk strategy that seeks equity-type returns with reduced volatility.
To view the performance of Risk Managed Sector, click here.
The objective of the Equity Plus strategy is to exploit intermediate trends in both international and domestic markets while seeking to limit risk.
Equity Plus is typically allocated into 10 to 20 positions from a broad universe of domestic and international equities, encompassing a variety of asset classes and sectors. Equity Plus can also employ money market, cash, bonds and/or short positions through the purchase of inverse funds in adverse market conditions in its attempt to reduce portfolio volatility.
Equity Plus may be long, short and/or hedged in domestic and international equity and bond funds. Often the portfolio will not follow U.S. stock market trends.
This is a moderate-risk strategy as it employs multiple investment options.
Equity Plus is most suitable for investors seeking capital appreciation in all market conditions with a higher propensity for risk.
To view the performance of Equity Plus, click here.
Utilizing an approach designed to moderate risk exposure, the objective of the Risk Managed GEMS strategy is to identify and focus portfolio assets into Global Emerging Market Sectors (GEMS) expected to perform the best on a risk adjusted basis in the current market conditions.
Niemann Risk Managed GEMS is designed to deliver market like total returns over the course of a complete market cycle while working to limit losses during volatile periods through the use of risk management controls.
The strategy strives to accomplish this goal through the use of quantitative tools designed to monitor the risk/return characteristics of the markets overall as well as each of the emerging sectors available to the strategy. This is a moderate to high risk strategy.
The investment process encompasses a systematic, rules-driven methodology. This methodology is based on Niemann's proprietary quantitative analysis that ranks all the funds within a defined universe on a risk-adjusted return basis.
Please contact Niemann Sales at 877.643.8777 or email sales@ncm[dot]net for more information about Risk Managed GEMS.
The objective of the Dynamic strategy is to exploit intermediate trends in domestic markets by being fully invested in domestic equities. As a result, Dynamic takes an aggressive approach, seeking to out-perform domestic benchmarks over a complete market cycle.
Dynamic is typically allocated into 10 to 20 positions from a broad universe of domestic equities, encompassing a variety of asset classes and sectors.
This is a high-risk strategy emphasizing investment return over capital preservation by keeping portfolio assets actively invested in domestic equities at all times.
To view the performance of Dynamic, click here.
The objective of the Dynamic Sector strategy is to identify and focus portfolio assets into industry sectors expected to perform best within current market conditions.
This strategy's aggressive approach seeks to out-perform the market over a complete market cycle.
Dynamic Sector is typically allocated into 5 to 10 positions from a variety of both domestic and international sector funds. Sectors can be volatile, and as powerful fundamentals unfold, these funds will often dominate the lists of largest gainers and losers.
This is a high-risk strategy emphasizing investment return over capital preservation by keeping portfolio assets actively invested in sector funds at all times.
To view the performance of Dynamic Sector, click here.
The objective of the Dynamic International strategy is to exploit intermediate trends in international markets by being fully invested in international equities.
As a result, Dynamic International takes an aggressive approach, seeking to out-perform international benchmarks over a complete market cycle.
Dynamic International is typically allocated into 5 to 10 positions from a broad universe of international equities, encompassing a variety of asset classes and sectors.
This is a high-risk strategy emphasizing investment return over capital preservation by keeping portfolio assets actively invested in international equities at all times.
To view the performance of Dynamic International, click here.
