Market Guard® Dynamic portfolios utilize a systematic, quantitative approach to assess individual portfolio positions and propose a tactical asset allocation model that can add value to the strategic asset allocation proposed by Market Guard Static portfolios. Market Guard Dynamic portfolios utilize a proprietary model to dynamically adjust security allocations, typically ranging between 0% and 100% of the strategic asset allocation, aiming to capitalize on market opportunities. By integrating various technical and market price indicators, Market Guard Dynamic portfolios aim to make informed investment decisions and potentially enhance value.

Market Guard® Static model portfolios utilize a strategic-allocation-only approach designed to assess and rebalance the portfolios on an annual basis. This approach is tailored for tax-conscious investors who prefer maintaining a steadfast focus on the long term, steering clear of short-term market timing tilts influenced by fleeting circumstances. The proposed allocation weights for each asset class are grounded in long-term expected returns, incorporating historical data and current market conditions as a baseline. Additionally, these allocations are customizable to accommodate the risk tolerance of each individual investor.

Market Guard® Target portfolios utilize a systematic, quantitative approach to assess individual portfolio positions and propose a tactical asset allocation model that can add value to the strategic asset allocation proposed by Market Guard Static portfolios. Market Guard Target portfolios utilize a proprietary model to dynamically adjust security allocations, typically ranging between 50% and 100% of the strategic asset allocation, aiming to capitalize on market opportunities. By integrating various technical and market price indicators, Market Guard Target portfolios aim to make informed investment decisions and potentially enhance value.