Our Systematic Relative Strength portfolios are available as separately managed accounts at a large and growing number of firms.
- Wells Fargo Advisors (Global Macro available on the Masters/DMA Platforms)
- Morgan Stanley (IMS Platform)
- TD Ameritrade Institutional
- UBS Financial Services (Aggressive and Core are available on the MAC Platform)
- RBC Wealth Management (MAP Platform)
- Raymond James (Outside Manager Platform)
- Stifel Nicolaus (Opportunity Platform)
- Kovack Securities (Growth and Global Macro approved on the UMA Platform)
- Charles Schwab Institutional (Marketplace Platform)
- Envestnet UMA (Growth, Aggressive, Core, Balanced, International, and Global Macro approved)
- Fidelity Institutional
Different Portfolios for Different Objectives: Descriptions of our seven managed accounts strategies are shown below. All managed accounts use relative strength as the primary investment selection factor.
Aggressive: This Mid and Large Cap U.S. equity strategy seeks to achieve long-term capital appreciation. It invests in securities that demonstrate powerful relative strength characteristics and requires that the securities maintain strong relative strength in order to remain in the portfolio.
Core: This Mid and Large Cap U.S. equity strategy seeks to achieve long-term capital appreciation. This portfolio invests in securities that demonstrate powerful relative strength characteristics and requires that the securities maintain strong relative strength in order to remain in the portfolio. This strategy tends to have lower turnover and higher tax efficiency than our Aggressive strategy.
Growth: This Mid and Large Cap U.S. equity strategy seeks to achieve long-term capital appreciation with some degree of risk mitigation. This portfolio invests in securities that demonstrate powerful relative strength characteristics and requires that the securities maintain strong relative strength in order to remain in the portfolio. This portfolio also has an equity exposure overlay that, when activated, allows the account to hold up to 50% cash if necessary.
International: This All-Cap International equity strategy seeks to achieve long-term capital appreciation through a portfolio of international companies in both developed and emerging markets. This portfolio invests in those securities with powerful relative strength characteristics and requires that the securities maintain strong relative strength in order to remain in the portfolio. Exposure to international markets is achieved through American Depository Receipts (ADRs).
Global Macro: This global tactical asset allocation strategy seeks to achieve meaningful risk diversification and investment returns. The strategy invests across multiple asset classes: Domestic Equities (long & inverse), International Equities (long & inverse), Fixed Income, Real Estate, Currencies, and Commodities. Exposure to each of these areas is achieved through exchange-traded funds (ETFs).
Balanced: This strategy includes equities from our Core strategy (see above) and high-quality U.S. fixed income in approximately a 60% equity / 40% fixed income mix. This strategy seeks to provide long-term capital appreciation and income with moderate volatility.
Tactical Fixed Income: This strategy seeks to provide current income and strong risk-adjusted fixed income returns. The strategy invests across multiple sectors of the fixed income market: U.S. government bonds, investment grade corporate bonds, high yield bonds, Treasury inflation protected securities (TIPS), convertible bonds, and international bonds. Exposure to each of these areas is achieved through exchange-traded funds (ETFs).
To receive fact sheets for any of the strategies above, please e-mail Andy Hyer at [email protected] or call 626-535-0630. Past performance is no guarantee of future returns. An investor should carefully review our brochure and consult with their financial advisor before making any investments.
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