Models, Done Right.
Our equity and fixed income approaches begin with a top-down assessment of the current macro environment to establish an outlook for the capital markets over the next several quarters. This assessment uses forward looking due diligence, utilizing over 200 established and tested models, representing a disciplined investment strategy that adjusts asset allocations as a result of our forward-looking view of verified trends relative to risks and returns. The portfolios are mainly composed of globally diversified ETFs to capture our tactical allocation decisions. Every model is individually selected to be effective in placing you in more control, instead of the market dictating where it takes you.