Vantage 2.0

Tactical Portfolio Strategy
Efficient, Balanced and Designed to Protect

Protect against systemic risk.

Leverage equal-weighted diversification with an all-in or out risk management strategy.


Strategy Mechanics

  • Comprehensive Monitoring

    Tracks market-wide risk based on a research-driven benchmark index.

  • Stop-Loss Reallocation

    Shifts the entire portfolio defensively in response to benchmark declines.

  • Strategic Re-Entry

    Reinvestment is strategically coordinated with sustained market recovery.

Solutions Under Vantage 2.0

  • Aggressive Model
  • Balanced Model
  • Conservative Model