Risk-Managed Portfolios

Our risk managed use proven quantitative strategies to reduce risk relative to a long only equity portfolio.

We offer several different types of risk managed portfolios:

  Multi-Asset Class Portfolios

Our multi-asset class portfolios blend uncorrelated asset classes like bonds, commodities, real estate and gold with equities to generate more consistent returns over time. The asset classes are blended using quantitative methods developed using long-term academic research. We can develop a custom risk-managed solution for each client based on their personal goals and risk tolerance.

  Trend Following Portfolios

Our trend following models use a technical system based on long-term moving averages to limit risk during major market drawdowns. When technical conditions deteriorate in any given asset class, the system will move to cash or lower risk assets to limit risk and will move back into the asset class when technical conditions improve. This approach is appropriate for investors who would like to capture the upside of financial markets, while limiting the risks associated with significant drawdowns.

  Factor and Sector Rotation Portfolios

These strategy invests in the factors and sectors that score the highest using our composite system that combines valuation, momentum, and macroeconomic factors. The selection universe consists of a series of ETFs that offer exposure to all the major factors and sectors. The portfolios will also move to cash or lower risk assets when technical market conditions deteriorate.