Achieve higher returns with less volatility using tactical asset allocation.
Select the optimal risk level for your goals
Choose from three global asset allocation strategies, each of which is designed for excellent long-term performance with lower downside risk than traditional portfolios. Each is managed by a quantitative system that eliminates cognitive bias. Ultra is for aggressive clients who are mainly concerned with growth, Conservative is for those who can tolerate little downside, and Flagship offers a balance of growth and risk. We also offer custom portfolios built with the same quantitative approach.
We provide clients with portfolios that offer the highest likelihood of achieving their personal goals. We use a century of data to see through the fog of “just so” stories and identify the factors that actually affect investment returns. These are value, momentum, and most importantly, position sizing and risk management. Behavioral finance teaches us that human bias is the largest barrier to investment success, so we distill processes that restrain our impulses and align our decisions with best practices.
Dynamic asset allocation has proven to be extremely robust across changing market environments. By owning many non-correlated investments, your portfolio becomes less volatile without sacrificing long-term returns. It may lag the stock market at times, and may even be down when everyone else seems to be up, but over the full cycle it has the best chance of coming out ahead. This approach is uncommon in an industry that is incentivized to chase short-term performance without regard for risk. But by avoiding major setbacks and taking advantage of rising markets wherever they may be found, our steady approach tends to outperform stocks in the long-run.