Market Adaptive Portfolio Strategies Overview
Our proprietary Market Adaptive Portfolio Strategies (MAPS) is a series of model portfolios that meet most client’s risk and return objectives. Our unique MAPS trend following and price momentum process allows us to tactically rotate and adapt to the constantly changing market environment. We can profit from being in just the right asset or asset class at the right time.
In traditional asset allocation, investors tend to have investment assets spread among a large number of asset styles in a very diverse portfolio. This buy-and-hold approach seeks to reduce risk, smooth returns and achieve a market rate of return over a longer time horizon. In contrast, we identify and stay with established trends and then flexibly rotate using our price momentum models to the most productive assets or asset classes in those trends as market conditions dictate. By striving to own a number of top performing stock groups in leading market segments, we aim to enhance returns through a more rewarding form of diversification.
Minimum Investment $100,000; Advisory Fee are 1.5% on the first
$1 million and 1.0% on amounts above $1 million in assets
