Methodology  STRATEGIC  |  TACTICAL

Intelligent Performance

Market Guard™ Model Portfolios

Market Guard™ Model Portfolios are managed to specific equity and fixed income targets and are implemented through the use of ETFs (Exchange Traded Funds). The model portfolios will invest in multiple asset classes ranging from US Equities, International Equities, Fixed Income, Commodities and Real Estate. Along with global diversification, Market Guard™ focuses on an awareness of the individual standard deviation and maximum drawdown to each portfolio and investment methodology. Standard deviation is a measure of a portfolio’s variability, and it’s something we attempt to minimize in order to generate a more predictable performance. Maximum drawdown represents the greatest percentage drop from the highest level reached during a specified time frame. We believe in the importance of both of these measures, as we feel investor success is created by instituting a globally diversified portfolio, with an ability to help understand and control volatility.

Methodology


Strategic Methodology

Tactical Methodology

Market Guard™ Asset Allocation Models

Static

Strategic Asset Allocation


A fully invested model portfolio is represented by 100% Equities and 100% Fixed Income. The model portfolio will be assessed and Rebalanced on an Annual Basis.

Asset Allocation Model Details

Target

Tactical Asset Allocation


A fully invested model portfolio is represented by 100% Equities and 100% Fixed Income. If necessary, the model portfolio can reduce the Equity allocation to 50%.

Asset Allocation Model Details

Dynamic

Tactical Asset Allocation


A fully invested model portfolio is represented by 100% Equities and 100% Fixed Income. If necessary, the model portfolio can reduce the Equity and Fixed Income allocation to 0%.

Asset Allocation Model Details

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