Fact Sheets and Risk Score Reports are updated through 3/31/2024. 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
INNOVATION
Strategic – Actively Managed; Sector Equity ETFs; Aggressive / 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