Investment programs
A Measured Approach, For All Markets
Subheadline Here
Text about your Investment Programs Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Flexibility Creates Long-Term Opportunity
Professional investment involves taking the emotion out of investing. Our strategies are designed to maximize flexibility and create long-term opportunities, striving to achieve enhanced value and risk management.
Measured Risk, Corresponding Return
A reasonable approach to desired outcomes based on risk tolerance allows you to better plan for the future and determine how best to allocate your portfolio based on your goals and objectives. Realistically defining your expectations helps to build more effective investment strategies.
A Disciplined Approach
Safeguarding your capital is our top priority, with a secondary focus on growing your wealth over multiple market cycles. We aim to minimize losses in declining markets while also capturing upside opportunity in rising market environments.
Tactical Portfolios
Tactical, absolute return focused strategy with the goal of providing investors with the ability to participate in various asset classes using a foundation of dynamic asset allocation. Generally defensive in nature with the ability to shift into money market funds and / or government bond funds, or other defensive mutual funds designed to preserve and provide long-term, conservative growth of capital.
Tactical, moderate growth strategy designed to provide investors with growth of capital through a portfolio of exchange-traded funds (ETFs) and traditional mutual funds invested in stocks and bonds. The objective of the program is to provide long-term moderate growth at a reasonable level of risk. When market conditions are unfavorable across the broad market, the strategy can shift into government bond funds or other defensive mutual funds for capital preservation, including money markets and / or cash.
Tactically managed, moderate growth strategy designed for growth of capital over time through a portfolio that is typically fully invested in exchange-traded funds (ETFs) and traditional mutual funds when conditions for a rising stock market are positive. Selected funds in the asset allocation mix may focus on specific investment sectors, styles or international regions and countries. The strategy may also include tactical mutual funds with “specialty” investment managers who have the ability to utilize innovative strategies that may adapt to changing market conditions better than their peers. When market conditions are generally unfavorable across the bond market, the program may shift into money market funds or inverse funds for hedging purposes or other defensive securities, including cash.
Tactically managed, conservative fixed income strategy designed to generate stable income and preservation of capital through a multi-asset, multi-class approach. The portfolio will primarily concentrate its assets in high-yield corporate bonds when the asset class is favorable, but may also allocate to various bond asset classes and other income-oriented asset classes, including equities, at the portfolio manager’s discretion. The portfolio may also shift into money market funds and / or inverse rising-rate bond funds, or other defensive mutual funds designed to preserve purchasing power and promote stability within the portfolio.
Tactically managed, conservative fixed income strategy designed to generate income and preserve capital through a portfolio primarily composed of non-investment grade, high-yield corporate bond mutual funds. The program may hold high yield corporate bond mutual funds when various risk measurement indicators show the potential to produce higher return than money market funds over intermediate-term timeframes. At times when market conditions for high yield bond funds are negative, the program may shift into money market funds and / or government bond funds to provide capital reservation in addition to income.
Tactically managed, conservative fixed income strategy designed to provide income and preservation of principal. The portfolio invests primarily in high yield corporate bond mutual funds but also has the ability to access other bond classes, including treasury, government, investment grade corporates and international bond funds. Money market funds may also be utilized during periods of increased volatility or when conditions appear to be unfavorable for bonds. The Weatherstone Managed Income strategy is sub-advised by Brian Carruthers & Associates.
Tactical fixed income strategy with the ability to utilize all fixed income asset classes. The portfolio seeks opportunities in undervalued segments of the fixed income markets with strong prospects for growth. We believe that as we move through various economic cycles, different types of fixed income asset classes become more attractive than others, and we look to allocate the portfolio based upon changing market conditions. The program may shift into money market funds, rising-rate bond funds, and other defensive funds designed to preserve purchasing power and stability within the portfolio.
Tactically managed, tax aware fixed income strategy designed to generate income primarily from tax-free municipal bonds and ETFs. Taxable bond mutual funds and ETFs are at times utilized in the portfolio when they are viewed as providing better total return than tax-free municipal bonds. We will allocate across the credit spectrum based upon various stages of the economic cycle, including higher quality bonds and at times high yield municipal bonds. The tactical nature of the program allows for us to adjust holdings quickly when needed, and can move fully to cash and rising rate bond funds if defensive positions are warranted.
Strategic Portfolios
The Strategic Dividend strategy seeks to deliver long-term growth of capital by investing primarily in high quality, individual large cap value U.S. companies. With an emphasis on stability and strong fundamentals, this strategy controls sector and attribute exposures based on the investment team’s perceived state of the market cycle and thematic catalysts believed to offer upside opportunity. The portfolio seeks to achieve these results by maintaining holdings concentrated in 35-50 companies with strong financial condition, strong relative earnings power, astute management, and a company culture of returning earnings to shareholders through dividends.
Strategically managed growth strategy with a disciplined approach to investing through a concentrated portfolio of 20 – 30 mid to large-cap stocks and American Depository Receipts (ADRs), that are growing above average rates and generating positive cash flow. The goal of the strategy is to produce attractive, long-term risk-adjusted returns for investors by maintaining a strict adherence to a recognized investment philosophy aimed at uncovering opportunities for wealth creation and preservation of capital. Weatherstone High Quality Growth is sub-advised by Martin Investment Management, LLC.