Fact Sheets and Risk Score Reports are updated through 12/31/2022.  For Professional Use Only

Separately Managed Accounts – EQUITIES, THEMATIC

SYNERGY EQUITY

Tactical – Actively Managed; Selects Our Two Best Equity Strategies; Moves to Cash

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

INFLATION OPPORTUNITIES

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

Separately Managed Accounts – BONDS / INCOME, LONG / SHORT

SYNERGY INCOME – Coming Soon!

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

HEDGED EQUITY

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

Tactical vs. Passive Investing