Smarter Way Asset Allocations

Model Objective: The Dynamic Growth Allocations are designed for investors seeking a blended asset allocation portfolio, and are available in 5 different risk profiles. These portfolios aim to provide greater risk-adjusted capital appreciation relative to their equivalent benchmark allocation, such as an allocation utilizing a mix of the SPDR® Port S&P 1500 Comps Stk Mkt ETF (SPTM) & the iShares Core US Aggregate Bond ETF (AGG).

Investment Philosophy: Our Dynamic Growth Allocations seek to achieve greater risk-adjusted capital appreciation through a multi-layered approach to achieving alpha and a lower risk profile as compared to the equivalent benchmark. First, we blend our underlying Equity, Fixed income, and Alternatives models to achieve asset allocation & diversification across 5 risk categories, from low risk tolerance to high risk tolerance. We then apply our algorithmic Alpha & Omega market signals to determine if the market environment is bullish or bearish, and systematically shift our asset allocation weightings to be more “risk-on” when market conditions and outlook are favorable, and more “risk-off” when market conditions and outlook unfavorable.

Model Objective: The Dynamic EF Allocations are designed for investors seeking a blended asset allocation portfolio that is appropriate for smaller account balances, and are available in 5 different risk profiles. These portfolios aim to provide greater risk-adjusted capital appreciation relative to their equivalent benchmark allocation, such as an allocation utilizing a mix of the SPDR® Port S&P 1500 Comps Stk Mkt ETF (SPTM) & the iShares Core US Aggregate Bond ETF (AGG).

Investment Philosophy: Our Dynamic ETF Allocations seek to achieve greater risk-adjusted capital appreciation through a multi-layered approach to achieving alpha and a lower risk profile as compared to the equivalent benchmark by applying the same methodology as our Growth Allocations, but utilizing only ETFs in order to reduce holding size and minimum investment requirements. First, we blend underlying Equity, Fixed income, and Alternatives ETFs to achieve asset allocation & diversification across 5 risk categories, from low risk tolerance to high risk tolerance. We then apply our algorithmic Alpha & Omega market signals to determine if the market environment is bullish or bearish, and systematically shift our asset allocation weightings to be more “risk-on” when market conditions and outlook are favorable, and more “risk-off” when market conditions and outlook unfavorable.

Model Objective: The Diversified Fixed Income model focuses on delivering consistent and attractive risk-adjusted returns while prioritizing capital preservation, through active management of bond duration and market segment exposure.

Investment Philosophy: Our investment philosophy centers around the belief that an active approach to fixed income investing can generate superior returns over the long term by taking advantage of market inefficiencies and managing risks appropriately. We employ a disciplined investment process  hat involves rigorous credit analysis, sector rotation, and yield curve positioning to ensure that our portfolio is positioned to perform in a variety of market environments. We believe that a well-diversified portfolio of fixed income securities, actively managed to take advantage of changes in interest rates and economic conditions, can provide investors with a reliable source of income and capital preservation. We closely monitor macroeconomic trends and other factors that can affect the performance of the portfolio, and adjust our strategy accordingly. Our portfolio is designed to be flexible, allowing us to adjust duration and credit quality as market conditions change. This approach allows us to seek out opportunities for alpha generation while managing risk.