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Behavioral Portfolio DesignTM

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Behavioral Portfolio DesignTM

All investors hope to avoid losses and realize consistent growth. We build portfolios that aim to achieve these universal investor needs regardless of the market environment.

Behavioral portfolio design means doing the opposite of the crowd and taking advantage of its poor decision-making abilities. The crowd tends to buy near market tops and leave risk management strategies after extended bull markets. Toews helps advisors guide investors through market challenges, hoping to improve results and create greater peace of mind for our investors.

By addressing market challenges with portfolio construction and investor guidance, Toews hopes to improve results and create greater peace of mind for our investors.

How We Manage Money

In an attempt to achieve market returns and avoid extreme losses, we build portfolios with two imperatives. First, we assume worst case scenarios will potentially happen, and manage products designed to capitalize on significant market declines. We simultaneously assume that best case scenarios will potentially happen. That means that our portfolios are positioned to attempt to gain if markets stretch higher, but are built to attempt to protect if markets fall.

How We Work With Advisors

Toews introduces a complete toolset for advisors to position themselves as Behavioral Economics Counselors. These tools include guidance in portfolio construction, custom investor owner’s manuals and private labeled videos, and ongoing investor communications.

Investment Strategies

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Defensive Alpha

Our Defensive Alpha portfolios aim to reduce market drawdowns without sacrificing participation in rising markets. These strategies seek to invest in a global allocation of market blend indices during rising markets, but attempt to exit to defensive, low volatility stocks in the early stages of market declines. When markets rebound, the portfolios are expected to return to a growth posture.

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Unconstrained Tactical

Our Unconstrained Tactical strategies attempt to track global allocations of market blend indices during rising markets, but seek to exit to cash or more stable fixed income assets as prices start to move lower. When markets begin to rebound, the portfolios attempt to return to fully invested positions. Because these strategies seek to exit to cash, they are a means of attempting to gain access to above inflation returns with robust loss avoidance.

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Tactical Fixed Income

Our fixed income portfolios attempt to tactically allocate assets among High Yield, Aggregate, TIPS, and/or Short Duration Bonds. Our objective is to improve yields and to mitigate interest rate and inflation risks.

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Insights & Resources

  • US Joins Global Equities in Downturn

    Throughout much of the third quarter global equities declined in unison with one exception: U.S Stocks. For the week of October 10, US equities joined in to show losses across virtually every sector. Through October 15, European stocks were down down 4.9% for the year. Japan had lost .6%, with China and the broader emerging markets index down 20% and

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