Blended Strategies

Hedged Capital Preservation

DESCRIPTION: Attempts to provide a high level of income with limited growth by investing in 20% hedged US equities with defensive positioning into investment grade bonds and a 80% position in tactical high yield bond strategy.

PORTFOLIO POSITIONING: All in one portfolio construct for investors in accumulation phase and 1 year or less from distribution phase.

Hedged Balanced Income

DESCRIPTION: Attempts to provide a moderate level of income with a moderate level of by investing in 40% hedged US and international equities with defensive positioning into investment grade bonds and a 60% position in tactical high yield bond strategy.

PORTFOLIO POSITIONING: All in one portfolio construct for investors in accumulation phase and 2 years from distribution phase.

Hedged Balanced

DESCRIPTION: Attempts to provide growth with some income by investing in 60% hedged US and international equities with defensive positioning into investment grade bonds and a 40% position in tactical high yield bond strategy.

PORTFOLIO POSITIONING: All in one portfolio construct for investors in accumulation phase and 3 years from distribution phase.

Defensive Alpha Balanced

DESCRIPTION: Attempts to provide growth with a limited level of income in a hedged portfolio of 30% bonds and 60% global equity indices or low volatility stocks.

PORTFOLIO POSITIONING: All in one portfolio construct for investors in accumulation phase and 4 years or more from distribution phase.

Hedged Balanced Growth

DESCRIPTION: Attempts to provide growth with a limited level of income by investing in 75% hedged US and international equities with defensive positioning into investment grade bonds and a 25% position in a tactical high yield bond strategy.

PORTFOLIO POSITIONING: All in one portfolio construct for investors in accumulation phase and 4 years from distribution phase.

Hedged Growth

DESCRIPTION: Attempts to provide growth with income by investing in 80% hedged US and international equities with defensive positioning into investment grade bonds and a 20% position in tactical high yield bond.

PORTFOLIO POSITIONING: All in one portfolio construct for investors in accumulation phase and 5 years or more from distribution phase.

Hedged Capital Preservation
Cash/Cash Equivalent 2%
Unconstrained Hedged Equity 20%
Tactical Aggregate Bond 31.5%
Tactical High Yield Bond 46.5%
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Hedged Balanced Income
Cash/Cash Equivalent 2%
Unconstrained Hedged Equity 40%
Tactical Aggregate Bond 15%
Tactical High Yield Bond 43%
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Hedged Balanced
Cash/Cash Equivalent 2%
Unconstrained Hedged Equity 60%
Tactical Aggregate Bond 15%
Tactical High Yield Bond 23%
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Hedged Balanced Growth
Cash/Cash Equivalent 2%
Unconstrained Hedged Equity 75%
Tactical Aggregate Bond 6.5%
Tactical High Yield Bond 16.5%
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Hedged Growth
Cash/Cash Equivalent 2%
Unconstrained Hedged Equity 80%
Tactical High Yield Bond 18%
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Unconstrained Hedged Equity

Invests in securities that seek to track global indices while maintaining an option hedge during rising markets but seeks to exit into fixed income investment or cash equivalents in the early stages of market declines. When markets begin to rebound, the strategy attempts to return to fully invested equity positions.

Tactical High Yield Bond

Is a high conviction high yield bond strategy that seeks to participate in high yield markets while attempting to reduce the risks of inflation and rising interest rates. During the initial phase of a declining market, the strategy seeks to exit from high yield markets into cash and/or cash equivalents to preserve capital and potentially generate above inflation growth.

Tactical Aggregate Bond

Is a high conviction bond strategy that seeks to participate in the growth of investment grade bond markets, TIPS and cash equivalents. During the initial phase of a declining market, the strategy seeks to exit into cash and cash equivalents to preserve capital