Philosophy

Our investment solutions utilize a quantitative, rules-based approach that prioritizes capital preservation in bear markets while seeking to materially participate in upwardly trending bull markets. The goal is to improve long-term returns by reducing volatility within the portfolio.

Tactical

Our tactical philosophy is by design aligned with our priority of minimizing losses in bear markets and being able to materially participate in upwardly trending markets.

Risk Management

Utilizing a quantitative, multi-factor, rules based system helps remove human biases from the decision process.

Utilizing ETFs

Our investment strategies utilize ETFs because of the benefits this vehicle structure offers in efficiency, transparency, and liquidity.