Our Model Strategies

 

For investors who want to comfortably reach their goals while limiting their exposure to down markets.

Core – Total Portfolio Solutions

Each of these strategies is designed to be suitable as a “total portfolio solution” or as a core portfolio within a core-satellite portfolio design.  Each uses our adaptive allocation framework and the use of our Dynamic Downside Protector®

Cornerstone II

A strategy for investors seeking diversified income and protection of capital.

Cornerstone II

Designed to provide income, this model actually blends four different strategies and applies our Downside Risk Protector®

This strategy is a multi-asset class income model that invests in a wide range of cash, fixed interest, and dividend-focused ETFs.

Drawbridge Balanced

A modern version of the classic 60/40 balanced portfolio.

Drawbridge Balanced

Each month, this model analyzes stock market ETFs and bond market ETFs and selects the top choice from each. The top stock market ETF is allocated 60% and the top bond ETF is allocated 40%.

The model uses our Downside Risk Protector® to protect accounts from market declines.

Global Adaptive Asset Allocation

This is a comprehensive model that combines multiple rules-based models across multiple asset classes.

Global Adaptive Asset Allocation

The model allocates across multiple strategies representing U.S. equities, foreign equities including emerging markets, fixed-income securities, real-estate securities, and commodities. The objective is to produce maximum returns, with minimum risk and low correlation to traditional portfolios.

Focus Four

The Focus Four model is a global, tactical model with the objective of long-term capital appreciation while minimizing risk.

Focus Four

The model ranks 14 ETFs in U.S. Stocks, International and Emerging Markets, Real Estate, Commodities, Gold, U.S. Treasuries, Corporate, High Yield, and International Bonds.

The model uses a dual-ranking system based on the underlying risk of the asset classes in the model to reduce volatility.

Specialty ETF

Each of these strategies is designed to target a specific asset-class or geography and to be a component of a larger portfolio.

ETF Bond Ladder

A strategy for investors seeking income and protection of principal.

ETF Bond Ladder

The availability of target maturity ETFs makes structuring a bond ladder very simple, cost-effective and provides unparallel diversification. Bond ladders provide investors with the opportunity to increase the yield on short term investments while also hedging interest rate direction.

Vanguard CRSP ETF Model Portfolios

Broadly diversified, low cost index portfolios that use a dynamically managed, strategic allocation framework using 100% Vanguard ETFs. 

Vanguard Conservative

Vanguard Conservative

This strategy blends a strategic allocation approach within a dynamic risk protection methodology.

The portfolio is built using Vanguard's CRSP series of ETFs and is allocated 80% to fixed income and 20% to equities.

Vanguard Moderate

Vanguard Moderate

This strategy blends a strategic allocation approach within a dynamic risk protection methodology.

The portfolio is built using Vanguard's CRSP series of ETFs and is allocated 50% to fixed income and 50% to equities.

Vanguard Growth

Vanguard Growth

This strategy blends a strategic allocation approach within a dynamic risk protection methodology.

The portfolio is built using Vanguard's CRSP series of ETFs and is allocated 20% to fixed income and 80% to equities.

Core Hybrid ETF Model Portfolio

Broadly diversified, low cost index portfolios that use a dynamically managed, satellite with a total market core portfolio.   The perfect “set it and forget it” solution for retirement accounts and investors wishing to keep constant market exposure along with risk mitigation.

Drawbridge Hybrid Total Market

Drawbridge Hybrid Total Market

This strategy combines a static buy-and-hold stock and bond allocation with a dynamic investment that selects the best stock or bond asset-class.

The portfolio will either be 80% stocks and 20% bonds OR 30% stocks and 70% bonds based on the dynamic allocation.

Multi-Factor Quantitative Investment Strategies

Each of these strategies utilize quantitative screening and ranking systems designed to reflect the respective investment objective.

Defensive Utilities

Defensive Utilities

Our Defensive Utilities Stock model combines the traditional dividend power of utilities with a ranking system.

This system includes evaluating the companies' fundamentals which allows the model to recommend an optimum time to buy or sell the stock. Also included in the model are rules to minimize correlation among the portfolio holdings.

SmallCap High Dividend Yield

SmallCap High Dividend Yield

The SmallCap High Yield model seeks companies with shares offering above-average yield and dividend growth.

The portfolio buys 20 of the top-ranked qualifying dividend stocks. To qualify, a stock must pass a basic liquidity filter, be listed on a major exchange and not be an ADR.

Momentum

Momentum

COMING SOON!

Market Leaders

Market Leaders

COMING SOON!

Don’t see exactly what you want?

Are you looking for a level of customization?

Inquire about our Bespoke Model Service and let us design your own personal strategy.

Request Bespoke Model Service

Let us design a strategy unique to you and your firm.  Click the button below to begin the process.  

Share This