Behavioral Portfolio

The Behavioral Portfolio seeks to address investor economic and behavioral needs.

The portfolio attempts to:

    • Have market exposure
    • Mitigate risk of extreme losses

Adaptive Fixed Income1

This strategy seeks to reduce market exposure during negative market environments
Goal to provide income while providing risk management

Strategies Containing Always Invested Equity3

May underperform during bear markets
May outperform during bull markets

Risk Managed Strategies2

May underperform during sideways markets
May outperform during bear markets

1Adaptive Fixed Income is herein defined as Strategies that contain asset classes that may go to cash equivalents during certain market environments.
2Risk-Managed Strategies refers to portfolios that may move to cash in order to manage risk.
3Strategies Containing Always Invested Equity refers to portfolios whose equity portion is continuously invested in the stock market.