SmartTactical™ Strategies

Our single mantra is the use of macroeconomics (MACROCAST™) to measure risk and as a proactive call to action for our tactical strategies.

 

Opportunity Strategy:

•Invests primarily in individual equities and occasionally ETF’s

•The strategy can invest in any exchange traded asset class, any market cap, foreign and domestic

•Top down and bottom up investment selection

•The strategy can go to cash, short term fixed income, and other defensive assets in times of market stress

•Fundamental/quantitative investment selection driven (non sector specific)

•$100,000 minimum

•Predictive and reactive sell disciplines

•Qualified and Taxable Accounts

 

Learn More About Opportunity

 

Dynamic Strategy:

•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

•Quantitative sector specific

•$100,000 minimum

•Predictive sell discipline

•Best used in Qualified accounts

 

Learn More About Dynamic

 

Core Demand Strategy:

•Uses ETF’s and individual stocks

•Core ETF sector exposure

•Alpha producing stock exposure

•$100,000 minimum

•Unique “peak return” sell discipline to strategy

 

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EDGE:

•Uses ETF’s exclusively

•$100,000 minimum

•High Income with Capital Appreciation potential

 

Learn More About Equity & Income