MAAP™ ETF Strategy
The Corbett Road MAAP™ Strategies offer 7 different allocations from aggressive to conservative. At its most aggressive the strategy seeks to achieve long-term growth through asset class, sector and geographic diversification. At its most conservative the strategy can provide income and capital preservation through borrower, quality, duration and geographic diversification.
All MAAP™ strategies use Corbett Road’s MACROCAST™ analysis to signal an appropriate time to shift asset classes and/or exercise a portfolio level rebalance. This strategic initiative can occur proactively or reactively up to 3x per year and can also trigger investments beyond traditional asset classes in times of economic stress.
The MAAP™ strategies can be utilized as a stand alone solution or in conjunction with the firm’s tactical asset strategies as a Core/ Satellite approach to investing.
Model allocations will range from 100% Equity with focus on long term growth to a 30% Equity 70% Fixed Income model for those clients that are looking for higher emphasis on preservation of capital and income.
- Uses ETF’s exclusively
- Low $50,000 minimum
- Reduces Investment cost and greater tax efficiency
- Ongoing investment monitoring and rebalancing
- Complements Corbett Road’s SmartTactical™ Strategies