Tactical management portfolios are designed to help investors during major market downturns while also enabling them to participate when markets are trending higher.
These portfolios should be viewed as a risk management approach rather than a market timing approach, and is not a market timing strategy that seeps to sell at all-time-highs and purchase at all-time-lows.
By employing this strategy, clients are able to reduce portfolio risk without being forced to use traditional bond-equity combinations.
Our strategic portfolio series gives you choices when it comes to passive and active management.
Strategic portfolios use fundamental analytics to properly allocated based upon Modern Portfolio Theory and macroeconomics. The combination influences slight allocation shifts to optimize the risk/return expectation of the portfolio. Quarterly re-balances are performed to keep the portfolio drifting away from the portfolio objectives.