Menu

STRATEGIC

$50,000 Minimum Investment

Model Investment Objective & Strategy

To optimize asset class weightings that track the longer-term efficient frontier, using global asset allocation and minimizing alterations caused by market inconsistencies. Strategic models do not seek to take advantage of short or intermediate-term economic or market fluctuations but rather to efficiently mange assets across its global allocation with a focus on long-term investment objectives. Portfolios in the Strategic Models are managed utilizing broad-based indices in a passive manner, avoiding security selection and market timing.

KEY PORTFOLIO ATTRIBUTES
GLOBAL DIVERSIFICATION Asset classes across the global investment spectrum are used to diversify the portfolio and then are allocated according to each model's stated risk tolerance.
COST SENSITIVITY Emphasis is placed on low-cost investment vehicles, such as ETFs*, so as to limit potential drags on portfolio performance.
ANNUAL REBALANCING Models are rebalanced on an annual basis to remain aligned with the portfolios stated risk tolerance and to systematize a process for opportunities to buy low and sell high.
CONSISTENCY Portfolios seek to maximize the benefits of investing in a basket of global markets while mitigating distortion of those markets by eliminating individual security selection.
LONG-TERM FOCUS Models are managed with the goal of optimizing performance over full-market cycles while avoiding the temptation to react to short-term market or economic behavior.
TAX SENSITIVITY When possible, we employ tax-efficient investment vehicles and trading strategies, though this will be secondary to the goal of optimizing performance where possible.

RISK PROFILES

US EQUITY
INT'L EQUITY
US BOND
ALTERNATE
CONSERVATIVE INCOME AGGRESSIVE INCOME CONSERVATIVE BALANCED AGGRESSIVE BALANCED CONSERVATIVE GROWTH AGGRESSIVE GROWTH
20% 29.5% 35.5% 41.5% 47.5% 52%
9.5% 14% 21.5% 25.5% 28.5% 32%
68.5% 53.5% 39% 28% 18% 9%
2% 3% 4% 5% 6% 7%

*Asset allocations for the model risk profiles are as of April 1, 2016. Variations in asset allocations on actual accounts may vary due to a variety of factors including but not limited to cash distributions or contributions, non-model holdings or other situations particular to an individual client.

An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

No strategy assures success or protects against loss.

 

Tags: trilogycapital

TrilogyCapital



1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  

Go to top