seek to
Optimize Your Portfolio
Minimize the HassleYour 60/40 Portfolio Just Received an Upgrade
Actively Managed
Diversified
Sector Rotation
The Value of Sector Rotation
It shifts money away from underperforming industries and into industries with better growth potential.
Are you tolerating losses that
are avoidable?The Challenge
Profitable investments are offset by sectors that are losing money, which can drag down the overall success of your portfolio.
Our Solution
By removing sectors that are losing money it increases your potential to maximize performance.
The above illustration is for informational purposes only and is not indicative of actual performance of any sector.
The market’s ups and downs are
opportunities for growthThe Challenge
Investors following the buy-and-hold approach must accept market drops without taking steps to reduce losses.
The above illustration is for informational purposes only and is not indicative of actual investment performance.
Our Solution
With the Tactical Advantage ETF in the driver’s seat, you can take advantage of these market swings by adopting a strategy that emphasizes strategic entry and exit points.
The above illustration is for informational purposes only and is not indicative of actual investment performance.
seeking to
Regularly take profits
significantly improves the potential for
better investment returnsWe get it...
It’s easy to tell yourself you can handle the market's ups and downs.
Until you watch your money disappear during a market decline.
BUFFER AGAINST RISK
Our investing strategy is designed to offer a risk buffer intended to reduce the effects of large market declines.
Emotions Are Bad
INVESTMENT PARTNERSThe above illustration is for informational purposes only and is not indicative of actual performance of any sector.
The Challenge
Loss aversion can often drive investors to create overly conservative portfolios in their attempt to minimize losses when the market declines.
This can create a “fear gap,” where actual returns are lower than potential returns due to fear-driven decisions.
The fear of loss is a powerful emotion.
Our Solution
The Funds’ active management seeks to reduce the fear of investing by having the flexibility to minimize losses during market declines, while increasing stock allocation in rising markets to pursue growth opportunities.
Value
Fee
As markets drop by 10% or more during the year, our strategy targets reducing those losses, making it possible for these savings to cover management fees.
Expertise
Do you have the insight to optimize your portfolio and avoid emotional investment mistakes? Without this knowledge, your financial growth could be severely limited.
Time
Do you really have the time necessary to manage your investments? And even if you do, wouldn’t you rather spend your time with family, traveling, enjoying your hobbies?