Our Approach: Dynamic Asset Allocation

Dynamic means "change." Rather than a static portfolio, we believe a dynamic and active approach to portfolio management can do better. Our approach is:

Research-based: Our investment process is based on research.  And research has shown that trend-following, tactical strategies can be far more effective in capturing market upside and insulating from market downside than traditional buy-and-hold strategies. Our investment strategies are built on thorough historical testing. Our strategies have historically shown the ability to perform well in both bull and bear markets and can outperform a "buy-and-hold" approach over a full market cycle.

Rules-driven: Our investment process is based on specific rules that we derive from data. We do not manage portfolios based on our opinion on where markets may be headed but on empirical data and probabilities.This removes the human emotional component from the investment process, which is often where investors go wrong.

Responsive: Our investment strategies are designed to adapt to market conditions--to be more fully invested during bull markets and to be defensive and protective during bear markets. Rather than being married to a fix percentage of stocks and bonds, our strategies are dynamic and adapt to market conditions--increasing exposure to stocks during bull markets and reducing exposure to stocks during bear markets. Many advisors counsel their clients to just "hang in there" when the market is tanking and do little to protect their clients. Our strategies are designed with bear markets in mind--with proactive measures designed to protect investors from major draw-downs.

For more information about our strategies, please send us a message or schedule a meeting with us by clicking the link below:






(1) Adam Butler, Michael Philbrick, Rodrigo Gordillo, Adaptive Asset Allocation (Hoboken, NJ: John Wiley & Sons, 2016).

Past performance is no guarantee of future results.