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Tactical

$100,000 Minimum Investment

Model Investment Objective & Strategy

To optimize risk-adjusted returns delivered over a full market cycle by utilizing a global asset allocation with the option to make investment decisions in light of current economic conditions. Portfolios are managed using passive security selection with active asset allocation. Allocations are intended to be opportunistic of yield curve metrics, relative valuations, currency fluctuations and other geopolitical circumstances.

Key Portfolio Attributes

*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.

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