For Advisors

Global Enhanced Alpha

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Our Global Enhanced Alpha Strategies redefine cost-effective tactical portfolio management. These quantitative compound models trade all major asset classes using trend and momentum factors to mitigate volatility. What makes them truly stand apart is that in addition to low-cost ETFs, they include a sleeve of tactical exposure to individual equities selected from the Russell 3000. This can greatly enhance returns when stock markets are in uptrends, while managing downside risk through trend filters.

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Multi-Strategy ETF Tactical

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This model begins with our global asset universe, but manages exposure through eight independent tactical models. These models have been selected not only for their individual long-term performance, but especially for how they act together to diversify the signals on which the portfolio is updated. Some use asset prices alone to manage risk through trend and momentum, and others use economic data, both international and domestic. Taken as a whole, this compound portfolio offers investors a highly robust solution to the problem of how to target growth while managing risk.

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Crypto Tactical

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A very modest allocation to Bitcoin or Ethereum has increased total performance drastically over most time periods, but with routine drawdowns of >50 percent, many investors eschew such a commitment. When guided by a tactical risk model, investors can afford to participate in this asset class, with potentially less downside risk than holding a static allocation.

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Enhanced Diversification

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This static model diversifies globally across asset classes for simple, low-cost risk control, with no capacity constraints. It comes in four risk levels, each of which aims to provide the highest return per unit of market risk, purely through broad asset class exposure. It is appropriate for highly tax-sensitive investors or those who prefer maximum simplicity.

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Christian Values Tactical

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For individuals and institutions who are unwilling to compromise their ethics, we offer versions of our Enhanced Diversification and Multi-Strategy ETF Tactical strategies that use ethically-screened funds. Learn more about our view on faith-based investing here and click below to download our fact sheet.

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Portfolio Management

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