Tactical Long-Short strategies

Profit from both up and down markets.
 

Our Tactical Long-Short Strategies (TLSS) are ideal for investors looking to profit from both up and down markets, in addition to risk management that adjusts to market conditions:

  • Poor market conditions: TLSS gain exposure to an inverse ETF to profit from market declines

  • Uncertain market conditions: TLSS adopt a conservative risk profile to minimize losses

  • Normal market conditions: TLSS take on a moderate, well-balanced risk profile

  • Ideal market conditions: TLSS assume an aggressive risk profile to maximize gains

Characteristics:

  • Fees: 1% per year

  • Market Exposure: 80%-90%, on average

  • Portfolio Volatility: 17%-23%, on average

  • Leverage/Margin: none

  • Goal: Deliver returns better than the level of risk involved

Stock Market

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Downside Protection
Risk Management
Portfolio Diversification
Asset Allocation
Tax-Loss Harvesting

Explore Our Tactical Long-Short Strategies 

Blended investment style

Best for retirement accounts


Fees: 1% per year

Pi

Π

Blended investment style

Best for individual accounts

Fees: 1% per year

Phi

Φ

Growth investment style

Best for individual accounts

Fees: 1% per year

Psi

Ψ

Value investment style

Best for individual accounts

Fees: 1% per year

Chi

Χ

 

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