Investment Strategies Overview

Our investment strategies are active, agile, and unconstrained to style or market capitalization. This allows us to invest wherever we see opportunity and make allocation adjustments at any time. We aim to maximize returns in low-risk markets by investing in promising equities and preserve capital in riskier climates by moving up to 100% cash. We believe that our tactical long/cash approach allows us to pursue both absolute and total returns with less of the volatility, leverage, and liquidity risks associated with other market strategies.

Tactical Equity Opportunities Strategies

  • Tactical Equity Opportunities

    The Tactical Equity Opportunities Strategy seeks growth through capital appreciation primarily from the tactical and unconstrained investment in risk-appropriate individual equities. Available with and without direct investments in Master Limited Partnerships (MLPs).

  • Tactical Equity Opportunities (WRAP)

    The Tactical Equity Opportunities (WRAP) Strategy seeks growth through capital appreciation primarily from the tactical and unconstrained investment in risk-appropriate individual equities. For clients whose account is on a WRAP platform.

Tactical Equity Income Strategies

  • Tactical Equity Income

    The Tactical Equity Income Strategy seeks income through yield and capital appreciation primarily from the tactical and unconstrained investment in risk-appropriate equities. Available with and without direct investments in Master Limited Partnerships (MLPs).

  • Tactical Equity Income (WRAP)

    The Tactical Equity Income Strategy seeks income through yield and capital appreciation primarily from the tactical and unconstrained investment in risk-appropriate equities. For clients whose account is on a WRAP platform.

Tactical Equity ETF Strategies

  • Tactical Equity ETF

    The Tactical Equity ETF Strategy seeks growth through capital appreciation from the tactical investment in risk-appropriate ETFs.

Customized Strategies