Webinar: Tactical Economic Portfolio “Smooth the Ride to the Destination”

The Tactical Economic Portfolio seeks long term growth of capital with low to moderate downside volatility. The strategy is a quantitative ETF model that generates signals for an allocation between Growth, Balanced, and Defensive Mode. The portfolio has a moderate growth risk tolerance and suitable for investors who want a dynamic approach to asset allocation, and for investors who desire active risk management for downside protection.

Current Allocation: Growth Mode (As of 3-31-18)


·      Is a late stage bull market the right time to implement a tactical strategy?

·      Learn how the Tactical Economic portfolio may protect client assets in a bear market.

·      Summary of performance track record: GIPs verified and over 7yr since inception.

·      Strategy continues to manage drawdowns through recent market volatility.

Low single digit volatility and low portfolio drawdowns.