Guard against emotional decision making.
Achieve precise risk management combined with broad, equal-weighted holdings.
Strategy Mechanics
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Proprietary Trend Analysis
Uses market trend lines tailored to each holding to set independent buy and sell signals.
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Independent Defensive Positioning
Shifts specific holdings defensively in downtrends while maintaining investments in strong uptrends.
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Strategic Re-Entry
Reinvestment is strategically coordinated for each holding, driven by sustained market recovery.
Solutions Under Vantage 3.0
Broad, equal-weighted diversification for every investor type.
- Sector Portfolio: Invests in ETFs averaging more than 2,500 securities with aggressive, balanced and conservative model variations.
- Bond Portfolio: Delivers a bond ETF approach that protects against interest rate sensitivity while enabling participation in fixed income growth.
- Alternatives Portfolio: Leverages ETFs to gain alternatives access without the usual limitations of traditional vehicles.
- Market Portfolio: Uses ETFs to meet higher growth objectives and longer investment horizons.
- American Portfolio: Comprised of American Funds mutual fund products, designed for higher correlation with general markets.