portfolio solutions

Complete portfolio solutions that take advantage of QuantStrat's strategic and adaptive quantitative strategies with QuantStrat's risk allocation management overlay.  A simple total solution that provides investors long term income and growth  without exposing them to more downside risk than they are willing to accept.

  • - Dynamic portfolio management which adapts better to globally changing markets than a passive diversified portfolio
  • - Proactively manage changing risk across all asset classes which is necessary to stay within the overall portfolio risk parameters
  • - Blend multiple strategies utilizing different quantitative strategies across multiple timeframes
  • - Removes human bias which can often reduce overall portfolio results
  • - Portfolio management mandates are built to target each investors specified level of portfolio risk because we understand each investor views risk differently

We do not believe in the older passive approach of modern portfolio theory where lower risk mandates would be expected to hold a larger proportion in bonds on average, while more aggressive mandates would hold more equity.  We believe risk across different asset classes are constantly changing over the longer term.  Therefore, overall portfolio exposure to different asset classes and strategies will adapt and fluctuate in response to observed changes in portfolio risk. We also apply our proprietary risk allocation management model across all of our portfolios to determine when the longer term trend is at risk allowing us to movie our portfolios to safer asset classes or cash.


conservative

A portfolio designed to produce both current income and conservative capital appreciation over time with a stronger focus on downside risk protection. The allocations to asset classes and investment strategies are dynamically managed to adapt to changing market environments . Appropriate for investors with a lower risk tolerance and focused more on protecting wealth than generating average market returns.

Max Allocations

Fixed Income

100

Equities

40

Cash

100
POTENTIAL STRATEGY MIX

Strategic Corporate Income

50

Adaptive High Income

20

Adaptive Multi-Asset ETF

30

income

A portfolio designed to be primarily focused on income generation with downside risk protection. This portfolio is more strategically focused to capture income but allocations will dynamically managed to changing market conditions. Appropriate for investors with a lower risk tolerance who have an income threshold that must be met on an ongoing basis.

Max Allocations

Fixed Income

80

Equities

60

Cash

60
POTENTIAL STRATEGY MIX

Strategic Corporate Income

30

Adaptive High Income

40

US Large Cap Value Equity

30

balanced

A portfolio designed with a balanced focus between income generation and capital appreciation with downside risk protection. This portfolio's balance between income and growth is dynamically managed to changing market conditions. Appropriate for investors with a moderate risk tolerance who have an income need but also looking for some growth as well.

Max Allocations

Fixed Income

50

Equities

70

Cash

100
POTENTIAL STRATEGY MIX

Strategic Corporate Income

30

Adaptive High Income

10

Adaptive Multi-Asset ETF

30

Adaptive Equity Momentum

30

growth

A portfolio designed with a strict focus on capital appreciation with downside risk protection. This portfolio is dynamically allocated between different growth strategies is to capture the best risk/reward in different global markets. Appropriate for investors with a higher risk tolerance.

Max Allocations

Fixed Income

0

Equities

100

Cash

100
POTENTIAL STRATEGY MIX

Adaptive Multi-Asset ETF

30

Adaptive Equity Momentum

50

Long/Short Equity ETF

20

If you do not see a portfolio or strategy that fits your investment objectives or risk profile please let us know.  We can custom develop one for you!
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