Risk Management

Strategic

A long-term, steady investment approach that attempts to balance the capture of broad market returns with an appropriate level of risk. These strategies tend to be highly diversified across major asset classes and rebalance periodically to their original target allocation.

  • Aggressive
  • Balanced
  • Conservative
  • Very Conservative
  • Select 20
  • DOW Dividend
  • Large Cap Covered Call
  • Large Cap Core
  • Growth & Opportunities
  • All Cap Growth
  • GARP
  • Growth ETF
  • Growth Appreciation ETF
  • Growth & Income ETF
  • Income Appreciation ETF
  • Income ETF
  • Blend 80
  • Blend 60
  • Blend 40
  • Blend 20

Tactical

A flexible investment approach that combines a strategic approach with a limited amount of short-term, tactical moves. These strategies typically remain fully invested and diversified — and they attempt to take advantage of short-term macroeconomic and/or market factors to enhance their returns.

  • PT 100
  • PT 80
  • PT 65
  • PT 50
  • PT 25

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