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.