Fact Sheets and Risk Score Reports are updated through 11/30/2021.  For Professional Use Only

Separately Managed Accounts – EQUITIES

TACTICAL EQUITY

Tactical – Actively Managed; Large Cap U.S. Equity ETFs; Moves to Cash

DYNAMIC EQUITY

Tactical – Actively Managed; Multi-Cap U.S. Equity ETFs; Moves to Cash

EQUITY ROTATION

Strategic – Actively Managed; Multi-Cap U.S. Equity ETFs; Always Invested

Separately Managed Accounts – BONDS

TACTICAL BOND

Tactical – Actively Managed; High Yield, Em Mrkt, U.S. Treasury ETFs; Moves to Cash

TACTICAL HIGH YIELD

Tactical – Actively Managed; High Yield Bond ETFs; Moves to Cash

Separately Managed Accounts

TACTICAL INNOVATION

Tactical – Actively Managed; Sector Equity ETFs; Aggressive / Thematic; Moves to Cash

HEDGED EQUITY

Tactical – Actively Managed; Multi-Cap U.S. Equity ETFs; Uses Inverse Funds

TACTICAL MULTI-ASSET INCOME

Coming Soon!

 

Tactical vs. Passive Investing