Fact Sheets and Risk Score Reports are updated through 2/29/2024.  For Professional Use Only

Separately Managed Accounts – EQUITIES

EQUITY ROTATION

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

EQUITY

Tactical – Actively Managed; Large Cap U.S. Equity ETFs; Always Invested

GROWTH

Tactical – Actively Managed; Large Cap Growth U.S. Equity ETFs; Always Invested

INNOVATION

Strategic – Actively Managed; Sector Equity ETFs; Aggressive / Thematic; Always Invested

INFLATION

Strategic – Actively Managed; Sector Equity ETFs; Thematic; Always Invested

Separately Managed Accounts – EQUITIES

DYNAMIC EQUITY

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

TACTICAL EQUITY

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

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

Separately Managed Accounts – BONDS

TACTICAL HIGH YIELD

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

TACTICAL BOND

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

Tactical vs. Passive Investing