Investment Strategies for Advisors and Individual Investors
ETF & Stock Strategies
Our Tactical ETF Portfolios exploit underlying stock market trends, whether in favor of risk assets, or those with a history of providing a margin of safety during deteriorating market conditions.More About Tactical
Our Beta Rotation Portfolios remain fully invested in a dedicated asset allocation at all times, while adapting the risk profile of the holdings to current market conditions. Beta Rotation provides the opportunity to more advantageously participate in rising markets, with a discipline to reduce risk during prolonged market declines.More about Beta Rotation
The term “Quantamental” refers to the combination of a data-driven “quantitative” approach to investing with a bottom-up “fundamental” approach to individual stock selection. This rules-based discipline eliminates emotional bias and identifies only high-quality companies demonstrating more attractive opportunities for growth than the broader market.More About Quantamental
Our Strategic Portfolios identify specific ETFs within a targeted asset class that represent the greatest risk-adjusted opportunity for gains over the coming year. These portfolios are assessed and reconstituted on an annual basis making them ideal for investors looking for increased tax efficiency and limited trading.More About Strategic
Our Low Volatility Portfolios provide a lower risk alternative to traditional asset allocation. By combining low volatility global stocks with high quality bonds, exposure to prolonged market declines is significantly reduced. These portfolios are assessed quarterly, but are generally rebalanced on an annual basis, limiting trading and increasing tax efficiency.More About Low Volatility
We have the tools and know-how to help Financial Professionals succeed and differentiate themselves in an increasingly competitive environment.
Interested in White-Labeled Factsheets and Performance Illustrations? Check out our Premium Advisor Services.
Want to read more about our methodology?
“Successful investing often comes down to three things – a sound investment strategy, an unemotional, disciplined implementation of that strategy, and the ability to ignore short-term noise that forever distract investors from their true long-term goals. Matt’s book provides readers with the tools to accomplish all three.”
“If you have time to read only one investment book, this should be the one. It will forever change the way you think about investing.”
Matthew Erickson has set a new standard in formulating the optimal portfolio strategy in this post-crisis world. In essence, a guide-post in staying ahead of the curve, maintaining a disciplined 30,000 bird’s-eye view, and blocking out the noise that often gets investors into trouble.’