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Smart Global Allocation Strategy

Smart Global Allocation is our flagship investment strategy. The investment imperative is to control cost, achieve investment liquidity, and deter capital erosion. Smart Global Allocation in an excellent alternative for mutual funds and individual equity investors. By using ETFs, we’re able to deliver on our goal to offer investors a low cost, transparent, and liquid investment. In our quest to do more for investors, ETFs allow us to overlay the portfolio to hedge and to generate alpha. We feel that our efforts can add significant value over traditional asset allocation, and active portfolio management. Lastly, in our efforts to preserve capital growth, we’ve design a trading algorithm to move capital, methodically, to deter capital erosion.  Navigating the capital markets today is more complex than ever. Investment managers needs to have the right tools and we believe that we have the foundation and strategy to execute for a global tomorrow.

Smart Domestic Allocation Strategy

For investors looking for more domestic exposure, we offer Smart Domestic Allocation. The objective is to provide investors with tax-efficient, equity-like returns with substantially lower risk than the S&P 500 index. We strategically allocate amongst 16 asset classes from a broad list of ETFs depending on our view of the markets. We manage risk and volatility through diversification, allocating to non-correlating asset classes and selling covered-calls on a portion of the equity position. The option overlay helps to dampen volatility and at times will provide an additional income stream. To deter capital erosion, we’ll employ a sell discipline with a number of exit variables.

Tax Free Income Strategy

For affluent investors seeking Tax Free income, we utilize a basket of CEFS, structured for liquidity and flexibility. Designed for monthly income payment, we can work with you on any frequency and any rates of return, within reason, of course. Though this is our preferred Fixed Income strategy, we are positioned to work with all fixed income and have access to both primary and secondary markets, without the retail mark up.

RELEVANT PROOF

When tested on various markets, risk-adjusted returns were almost universally improved.  Utilizing a monthly system since 1973, an investor would have been able to increase risk- adjusted returns by diversifying portfolio assets and employing a market-timing solution.  In addition, the investor would have also been able to sidestep many of the protracted bear markets in various asset classes.  Avoiding these massive losses would have resulted in equity-like returns with bond-like volatility and drawdown.

Mebane T. Faber

Cambria Investment Management, Inc.

“A Quantitative Approach to Tactical Asset Allocation” pg 34

Our primary growth objective is to grow our institutional base of state pensions, endowment, and other pension entities with our value driven strategies.  This is the playing field that we understand needs to be leveled for small players like us and we will endeavor to gain greater traction into this guarded bastion.  We believe our allocation strategies are forward focus and incorporates enhancements and disciplines currently devoid in the marketplace. We believe that our investment imperatives to address global growth, tactical allocation, alpha enhancements and, sell discipline will differentiate us from current players.

Our secondary growth objective is to continually grow our retail client base and help provide portfolio management guidance to those who seek our help. Our retail imperative is two pronged. Be a resource for women in transition and grow our business influence with minorities in our community.