Market Adaptive Portfolio Strategies Overview
Our proprietary Market Adaptive Portfolio Strategies (MAPS) is a series of model ETF (and/or mutual fund) portfolios that meet the risk and return objectives of most clients. Our unique ETF investment process allows us to tactically rotate and adapt to the constantly changing market environment while attempting to hold the best performing segments of the markets. We help you profit by 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 within 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, while using our price momentum models to maintain the necessary flexibly to rotate to the most productive assets or asset classes in those trends as dictated by market conditions. 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.
Market Adaptive Portfolio Strategies Presentation
MAPS Tactical Equity One Pager
Minimum Investment $100,000; Advisory Fee are 1.5% on the first
$1 million and 1.0% on amounts above $1 million in assets
