Responsive, dynamic portfolio structure and investment process, free of human emotion
The Tactical Difference
We Actively Manage Growth Objectives and Risk.
Our Customized Blended Portfolios combine up to three (3) tactical strategies (momentum and risk parity) into one algorithm that respond to markets with the objective of simultaneously maximizing long term growth potential while minimizing risk.
New Generation Multi-Asset Strategy
New Generation Multi-Asset Strategy:
Adaptive Asset Allocation
Adaptive Asset Allocation: The function of the strategy is to manage risk by repositioning portfolio holdings to lessen risk during bear markets while maintaining the ability to capitalize on long-term growth.
Tactical Fixed Income Allocation
Tactical Fixed Income Allocation: An actively managed fixed income portfolio using tactical asset allocation seeking to increase alpha and reduce volatility by rotating efficiently in and out of asset classes as macro, technical or fundamental trends change