Fact Sheets and Risk Score Reports are updated through 5/31/2022.  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

TACTICAL INNOVATION

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

Separately Managed Accounts – BONDS / INCOME

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

TACTICAL MULTI-ASSET INCOME

Tactical – Actively Managed; Income Producing ETFs; Moves to Cash

Separately Managed Accounts – OTHER

EQUITY ROTATION

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

HEDGED EQUITY

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

INFLATION OPPORTUNITIES

Tactical – Actively Managed; Sector ETFs; Thematic; Moves to Cash

Tactical vs. Passive Investing