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.
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.
Fixed Income
100Equities
40Cash
100Strategic Corporate Income
50Adaptive High Income
20Adaptive Multi-Asset ETF
30A 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.
Fixed Income
80Equities
60Cash
60Strategic Corporate Income
30Adaptive High Income
40US Large Cap Value Equity
30A 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.
Fixed Income
50Equities
70Cash
100Strategic Corporate Income
30Adaptive High Income
10Adaptive Multi-Asset ETF
30Adaptive Equity Momentum
30A 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.
Fixed Income
0Equities
100Cash
100Adaptive Multi-Asset ETF
30Adaptive Equity Momentum
50Long/Short Equity ETF
20