Managed Strategies
Objective-oriented separately managed accounts designed to navigate every market environment — organized by risk profile.
Conservative
Capital Preservation
Preservation
Preserve capital while creating consistent conservative returns through all market conditions with a diversified, non-correlated portfolio.
- Capital Preservation — Tactical navigation of the bond market.
- Total Return — Complement bond strategy with non-bond correlated investments.
- Diversification — Basket of non-correlated, conservative securities.
Zero Dollar Preservation
Preserve capital through diverse conservative holdings with a streamlined, manageable portfolio.
- Capital Preservation — Safeguard the initial investment, minimize risks, avoid significant losses.
- Diversified Allocation — Bonds and other low-risk, non-correlated assets for enhanced stability.
- Streamlined Holdings — Focused, limited portfolio for efficient smaller-account management.
Conservative Income
Generate conservative income utilizing low-volatility income-producing assets, complemented by non-correlated securities with growth potential.
- Cash Flow — Assets meeting minimum dividend requirements; lower-yield positions must offer higher growth potential.
- Low Volatility — Stable assets with minimal sensitivity to broad economic shifts.
- Modest Growth — Allocation to sectors with long-term growth opportunity and income generation.
Moderate
Balanced Growth
Anchored Equities
Generate equity-like returns while tactically working to avoid large drawdowns.
- Capital Appreciation — Steady, reliable growth rather than volatile or unpredictable gains.
- Drawdown Mitigation — Minimize impact of significant market downturns, preserving capital during challenging periods.
- Tactical Management — Adapt between growth and value styles to align with prevailing market conditions.
Zero Dollar Balanced
Generate consistent moderate returns navigating both equity and bond markets.
- Consistent Returns — Steady, reliable investment growth with moderate returns over time.
- Balanced Exposure — Navigate equity and bond markets with a medium risk tolerance.
- Streamlined Holdings — Focused portfolio with fewer holdings to suit smaller accounts.
Zero Dollar Growth
Generate equity-like returns while keeping the number of holdings low for smaller accounts.
- Equity-Like Returns — Performance comparable to equity markets with competitive growth potential.
- Multi-Style Allocation — Diversified across growth, value, and momentum approaches.
- Streamlined Holdings — Limited selection for simpler management in smaller portfolios.
Aggressive
Maximum Growth
Tactical Income
Generate moderate-to-aggressive cash flow with long-term growth while preserving capital.
- Cash Flow — Risk-adjusted securities generating accretive cash flow with limited leverage.
- Growth — Stable securities with strong fundamentals and potential future market demand.
- Capital Preservation — Tactical decisions based on current market trends to protect principal.
Opportunities
Generate aggressive growth by identifying undervalued securities with long-term opportunity across all sectors.
- Aggressive Growth — Identify undervalued stocks across all sectors with potential for long-term revenue and metric growth.
- Asset Selection — Primary focus on small-to-mid cap with flexibility to pursue opportunities and minimize drawdowns.
- Technical Analysis — Actively monitor data on securities and make tactical decisions based on data trends.