Dynamic Strategy

Corbett Road Dynamic Fact Sheet

Investment Objective

The Corbett Road Dynamic ETF Strategy seeks long term growth of capital as its primary goal and capital preservation as its secondary goal. The strategy invests exclusively in exchange traded funds (ETF’s).

Investment Strategy

Corbett Road’s Dynamic ETF Strategy is a flexible all ETF strategy. Through a proprietary research process, the portfolio is allocated across various asset classes to maximize risk adjusted returns. Dynamic uses both strategic and tactical “Stratical” allocation using a core/satellite approach in order to adjust the exposure to riskier assets depending on market conditions.

• Uses ETF’s exclusively
• Core/Satellite approach is driven by over and underweighting specific indices/sectors
• Uses “MVM” (macro, value and momentum) for satellite investment selection
• $100,000 minimum
• Unique sell discipline to strategy
• Best used in Qualified accounts