Fact Sheets and Risk Score Reports are updated through 8/31/2023. 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, 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
HEDGED EQUITY
Tactical – Actively Managed; Multi-Cap U.S. Equity ETFs; Uses Inverse Funds