We currently offer six separately managed account strategies which employ mutual 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 mutual 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 Mutual Fund, click here.
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 mutual 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 mutual 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.
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.
