All our portfolios have a $250,000 minimum requirement.

Dynamic Sector Momentum

A sector rotation strategy focused on momentum, relative strength, and risk management. The portfolio uses ETFs to invest in US equity sectors and subsectors. The objective is to outperform the S&P 500 Momentum Index with less drawdown.

This strategy can move to 100% cash when appropriate.

Macro Trend Momentum

This strategy’s objective is to outperform the MSCI USA Momentum Index with less drawdown. The portfolio is comprised of ETFs to represent various equity indexes’ capitalization and styles. (Large Cap Growth/Value, Mid Cap Growth/Value, etc…)

This strategy can move to 100% cash when appropriate.

Risk Managed High Yield

A risk-managed High Yield strategy with an objective to outperform the ICE BofA US High Yield Index, which tracks the performance of US dollar denominated below investment grade rated corporate debt publicly issued in the US domestic market.

This strategy can move to 100% cash when appropriate.

Custom Blends

For clients who want exposure to all our portfolios, we can create a custom blend based on risk tolerance and financial goals. Please contact us for more information if interested.