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Our highly-flexible technology platform enables multi-level account access, giving you the ability to hire a third-party investment advisor (TPIA) to manage your client assets. There are a couple of ways to add a TPIA: bring your own, or contact one from among the TPIAs and their strategies in the Directory below. Please note that JeffNat does not endorse or recommend any Third-Party Investment Advisor.

TPIA Strategy Description Management Style Investment Category Contact
Wilbanks Smith LLC US Bond WSTAssetManager(WSTAM) is a proprietary software solution designed through collaboration with WSTAnalytics, the quantitative portfolio management group of See More Dynamic High-Yield Bond Thomas McNally CMT, CFA
tom.mcnally@wstam.com
757-623-3676
Beacon Capital Management, Inc. Vantage 2.0 Aggressive Beacon's Vantage 2.0 Aggressive model utilizes Beacon's proprietary stop-loss strategy that automatically withdraws investors from their equity positions if an See More Tactical Aggressive Allocation Brandon Bianchi
bianchi@beaconinvesting.com
937-203-4025
Beacon Capital Management, Inc. Vantage 2.0 Balanced Beacon's Vantage 2.0 Balanced model utilizes Beacon's proprietary stop-loss strategy that automatically withdraws investors from their equity positions if an See More Tactical Moderate Allocation Brandon Bianchi
bianchi@beaconinvesting.com
937-203-4025
Beacon Capital Management, Inc. Vantage 2.0 Conservative Beacon's Vantage 2.0 Conservative model utilizes Beacon's proprietary stop-loss strategy that automatically withdraws investors from their equity positions if See More Tactical Conservative Allocation Brandon Bianchi
bianchi@beaconinvesting.com
937-203-4025
CLS Investments LLC CLS VA Managed Strategy - Model 12 Covering Risk Budgets 30-33 Dynamic Conservative Allocation Doug Poole
doug.poole@clsinvest.com
402-893-7662
CLS Investments LLC CLS VA Managed Strategy - Model 6 Covering Risk Budgets 64-67 Dynamic Moderate Allocation Doug Poole
doug.poole@clsinvest.com
402-893-7662
CLS Investments LLC CLS VA Managed Strategy - Model 7 Covering Risk Budgets 60-63 Dynamic Moderate Allocation Doug Poole
doug.poole@clsinvest.com
402-893-7662
CLS Investments LLC CLS VA Managed Strategy - Model 8 Covering Risk Budgets 51-59 Dynamic Moderate Allocation Doug Poole
doug.poole@clsinvest.com
402-893-7662
BTS Asset Management Alpha Strategic Asset Allocation Growth Portfolio The BTS Alpha Strategic Asset Allocation (SAA) Portfolios offer an innovative, dynamic solution to risk management as an alternative to traditional See More Strategic Growth Allocation Gary Shilman
gshilman@btsmanagement.com
800-343-3040 x339
BTS Asset Management Select Bond Asset Allocation Portfolio Flexible approach designed to move 100% of assets between three uncorrelated asset classes: High Yield when risk is on, thus seeking to capture equity See More Tactical Conservative Allocation Gary Shilman
gshilman@btsmanagement.com
800-343-3040 x339
BTS Asset Management Select Seasonality/Bond Asset Allocation Portfolio The goal of the Select Seasonality/Bond Asset Allocation Portfolio ( Tactical Moderate Allocation Gary Shilman
gshilman@btsmanagement.com
800-343-3040 x339
Bay Colony Advisors Bay Colony Advisors Aggressive Dynamic Portfolio This is a low-cost solution for advisors offering an actively managed portfolio that is designed to meet your client’s needs. The Aggressive Model is for long See More Tactical Aggressive Allocation Richard Mollin
richard@sentineladvisoryservices.com
508-393-7419
Bay Colony Advisors Bay Colony Advisors Conservative Dynamic Portfolio This is a low-cost solution for advisors offering an actively managed portfolio that is designed to meet your client’s needs. The Conservative Model is for See More Tactical Conservative Allocation Richard Mollin
richard@sentineladvisoryservices.com
508-393-7419
Bay Colony Advisors Bay Colony Advisors Moderate Dynamic Portfolio This is a low-cost solution for advisors offering an actively managed portfolio that is designed to meet your client’s needs. The Moderate Model is for long See More Tactical Moderate Allocation Richard Mollin
richard@sentineladvisoryservices.com
508-393-7419
Weatherstone Capital Management Monument Advisor Balanced The goal of the Balanced Growth program is to provide long-term growth of capital from a portfolio of equity and fixed income ETFs or mutual funds during See More Tactical Tactical Allocation Ryan Connolly
rconnolly@weathersonecm.com
720-407-4311
Weatherstone Capital Management Monument Advisor Strategy Conservative The objective of the Conservative Growth program is to provide investors with conservative growth through a portfolio composed primarily of bonds and See More Tactical Tactical Allocation Ryan Connolly
rconnolly@weathersonecm.com
720-407-4311
Weatherstone Capital Management Monument Advisor Strategy Diversified The goal of the Diversified Growth program is to provide long-term growth of capital from a portfolio typically invested 100% in equity ETFs or mutual funds See More Tactical Tactical Allocation Ryan Connolly
rconnolly@weathersonecm.com
720-407-4311
Weatherstone Capital Management Monument Advisor Strategy Income Plus The Income Plus program works to provide income and growth through a portfolio primarily composed of bonds, and has the flexibility to use all bond asset See More Tactical Tactical Allocation Ryan Connolly
rconnolly@weathersonecm.com
720-407-4311
Weatherstone Capital Management Monument Advisor Strategy Managed Bond Most corporate bond fund investors follow the "buy and hold" approach. They do well when bond prices are rising, but they can suffer loss of principal when See More Tactical Tactical Allocation Ryan Connolly
rconnolly@weathersonecm.com
720-407-4311
Weatherstone Capital Management Tactical Market Index- Moderate The Tactical Market Index – Moderate program is designed for investors who want broad-based exposure to the U.S. stock market index as well as a riskmanagement See More Tactical Tactical Allocation Ryan Connolly
rconnolly@weathersonecm.com
720-407-4311
Absolute Capital Management, LLC Asset Allocator - Aggressive Growth The Asset Allocator program is a tactical strategy that seeks to select and weight asset classes to position the portfolio for current market conditions based See More Dynamic Aggressive Allocation Brenden Gebben
bgebben@abscap.com
888-388-8303
Absolute Capital Management, LLC Asset Allocator - Conservative The Asset Allocator program is a tactical strategy that seeks to select and weight asset classes to position the portfolio for current market conditions based See More Dynamic Conservative Allocation Brenden Gebben
bgebben@abscap.com
888-388-8303
Absolute Capital Management, LLC Asset Allocator - Core The Asset Allocator program is a tactical strategy that seeks to select and weight asset classes to position the portfolio for current market conditions based See More Dynamic Moderate Allocation Brenden Gebben
bgebben@abscap.com
888-388-8303
Absolute Capital Management, LLC Asset Allocator - Growth The Asset Allocator program is a tactical strategy that seeks to select and weight asset classes to position the portfolio for current market conditions based See More Dynamic Aggressive Allocation Brenden Gebben
bgebben@abscap.com
888-388-8303
Absolute Capital Management, LLC Asset Allocator - Income The Asset Allocator program is a tactical strategy that seeks to select and weight asset classes to position the portfolio for current market conditions based See More Dynamic Conservative Allocation Brenden Gebben
bgebben@abscap.com
888-388-8303
Absolute Capital Management, LLC Portfolio Protector - Bonds The Portfolio Protector program seeks market participation with an element of risk management. The program monitors market conditions to determine periods to See More Tactical Tactical Allocation Brenden Gebben
bgebben@abscap.com
888-388-8303
Absolute Capital Management, LLC Portfolio Protector - Domestic The Portfolio Protector program seeks market participation with an element of risk management. The program monitors market conditions to determine periods to See More Tactical Tactical Allocation Brenden Gebben
bgebben@abscap.com
888-388-8303
Absolute Capital Management, LLC Portfolio Protector - Multi-fund The Portfolio Protector program seeks market participation with an element of risk management. The program monitors market conditions to determine periods to See More Tactical Tactical Allocation Brenden Gebben
bgebben@abscap.com
888-388-8303
Cedar Capital Cedar Capital Market Advantage The Cedar Market Advantage Portfolios are built on the idea that blending strategic approaches with tactical strategies can result in a better overall See More Dynamic Moderate Allocation Jonathan Poyer
jonathan.poyer@cedarcapital.com
402-547-1519
Cedar Capital Good Harbor Tactical Core The long-only Tactical Core international strategy seeks to outperform the MSCI ACWI ex-US Net Total Return Index by allocating investments tactically across See More Tactical World Allocation Jonathan Poyer
jonathan.poyer@cedarcapital.com
402-547-1519
Cedar Capital Good Harbor Tactical Core US The long-only US Tactical Core strategy seeks to outperform the S&P 500 Total Return index by allocating investments tactically across various asset classes, See More Tactical Tactical Allocation Jonathan Poyer
jonathan.poyer@cedarcapital.com
402-547-1519
Progressive Advisory Solutions Tactical Income w/ Moderate Growth A multi-asset class portfolio where the primary focus is on income and capital preservation. Capital appreciation is a secondary goal when we see low-risk See More Tactical Tactical Allocation Cliff Walsh
cwalsh@progressiveadvisorysolutions.com
631-648-1670
Alpha Investment Management, Inc. Alpha / The Formula The Formula is an investment model that specifies an asset allocation strategy based on the annual forecasting cycle and the four-year presidential election See More Tactical Moderate Allocation Diane Embree
diane@alphaim.net
513-621-9400
Alpha Investment Management, Inc. Alpha Bonds Strategy The Alpha Bonds Strategy seeks to supplement the natural returns of select intermediate and short-term bond funds with a limited exposure to equities in the See More Tactical Conservative Allocation Diane Embree
diane@alphaim.net
513-621-9400
Alpha Investment Management, Inc. Alpha Mid-Cap Power Index Managed Account The Alpha Mid-Cap Power Index Managed Account is an asset allocation strategy which seeks to exploit two seasonal influences on the stock market. These See More Tactical Moderate Allocation Diane Embree
diane@alphaim.net
513-621-9400
Alpha Investment Management, Inc. Alpha Seasonal Strategy The Alpha Seasonal Strategy seeks to have exposure to equities during very restricted time periods, when the risk of loss is low, by exploiting persistent See More Tactical Moderate Allocation Diane Embree
diane@alphaim.net
513-621-9400
AMP Wealth Management Balanced Quantfolio The Quantfolios are adaptively managed portfolios constructed on an investment core complimented by the appropriate asset class and/or sector components. We See More Dynamic Sector Rotation Deyan Stojanovich
deyan.stojanovich@ampinvestment.com
414-406-1748
AMP Wealth Management Conservative Quantfolio The Quantfolios are adaptively managed portfolios constructed on an investment core complimented by the appropriate asset class and/or sector components. We See More Dynamic Sector Rotation Deyan Stojanovich
deyan.stojanovich@ampinvestment.com
414-406-1748
AMP Wealth Management Growth & Income Quantfolio The Quantfolios are adaptively managed portfolios constructed on an investment core complimented by the appropriate asset class and/or sector components. We See More Dynamic Sector Rotation Deyan Stojanovich
deyan.stojanovich@ampinvestment.com
414-406-1748
AMP Wealth Management Growth Quantfolio The Quantfolios are adaptively managed portfolios constructed on an investment core complimented by the appropriate asset class and/or sector components. We See More Dynamic Sector Rotation Deyan Stojanovich
deyan.stojanovich@ampinvestment.com
414-406-1748
AMP Wealth Management Moderately Conservative Quantfolio The Quantfolios are adaptively managed portfolios constructed on an investment core complimented by the appropriate asset class and/or sector components. We See More Dynamic Sector Rotation Deyan Stojanovich
deyan.stojanovich@ampinvestment.com
414-406-1748
Braver Capital Management Braver Tactical Balanced Strategy Balanced Equity and Fixed Income Strategy Multi Model Approach Tactical Moderate Allocation David D'Amico
ddamico@braverwealth.com
617-969-0223
Braver Capital Management Braver Tactical Equity Sector Rotation Strategy Aggressive Concentrated Equity Sector Rotation Single Model Ranking System invests in Top 4 Trending Sectors Tactical Aggressive Allocation David D'Amico
ddamico@braverwealth.com
617-969-0223
Braver Capital Management Braver Tactical Opportunity Strategy Multiple Equity Asset Class Managed Account with Risk Controlled Multi Model approach Tactical Moderate Allocation David D'Amico
ddamico@braverwealth.com
617-969-0223
Camelot Portfolios, LLC Camelot Portfolios Core Income Overall Objective - Core Income is designed to anchor a portfolio and provide steady income using a team of experienced bond managers.
Portfolio Strategy - See More
Dynamic Intermediate-Term Bond Jennifer Rogers
jenniferrogers@camelotportfolios.com
419-794-0538
Camelot Portfolios, LLC Camelot Portfolios Freedom Formula Portfolio Strategy - The Freedom Formula™ investment portfoliois comprised four separate pre-defined screening strategies to provide investors a See More Tactical Tactical Allocation Jennifer Rogers
jenniferrogers@camelotportfolios.com
419-794-0538
Camelot Portfolios, LLC Camelot Portfolios Opportunities Income Overall Objective - Opportunities Income is designed to produce high income and total return using sustainable income producing investments with long term See More Dynamic Conservative Allocation Jennifer Rogers
jenniferrogers@camelotportfolios.com
419-794-0538
Camelot Portfolios, LLC Camelot Portfolios Premium ETF Overall Objective – to produce a high return over time using primarily low-cost ETF’s based on our proprietary asset allocation.
Portfolio Strategy - See More
Strategic Aggressive Allocation Jennifer Rogers
jenniferrogers@camelotportfolios.com
419-794-0538
Camelot Portfolios, LLC Camelot Portfolios Premium Fund Management Overall Objective – to produce a high return over time using Mutual Funds managed by fund managers selected by our investment team based on our proprietary See More Strategic Aggressive Allocation Jennifer Rogers
jenniferrogers@camelotportfolios.com
419-794-0538
Camelot Portfolios, LLC Camelot Portfolios Tactical Dividend Portfolio Strategy - The Tactical Income investment portfolio is comprised of income producing funds drawing from 3 main indexes (Dow Jones US Select Dividend, See More Tactical Tactical Allocation Jennifer Rogers
jenniferrogers@camelotportfolios.com
419-794-0538
CMG Capital Management Group, Inc. CMG Managed High Yield Bond Program The CMG Managed High Yield Bond Program trades high yield bond mutual funds using a proprietary model developed by CEO Steve Blumenthal. The model identifies See More Tactical High-Yield Bond Avi Rutstein
avi@cmgwealth.com
610-989-9090
CMG Capital Management Group, Inc. CMG Opportunistic All Asset Strategy The CMG Opportunistic All Asset Strategy utilizes a model driven investment process that evaluates a global universe of investment options to select a See More Tactical Moderate Allocation Avi Rutstein
avi@cmgwealth.com
610-989-9090
Flexible Plan Investments, Ltd. Bear Necessities Bear Necessities seeks to take advantage of this by using funds with low correlations to broad equity indexes such as Real Estate, Health Care, Market Neutral, See More Dynamic Bear Market Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Best Tech Best Tech utilizes our proprietary dynamically risk-managed allocation methodology seeking to create the best portfolio of funds from the tech industries and See More Dynamic Consumer Cyclical Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Classic Classic is a '100% in-100% out' tactical asset allocation model, moving from stock funds to the safety of a money market fund when market conditions warrant. Tactical Tactical Allocation Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Evolution Evolution utilizes mutual funds representing a variety of asset classes, and rotates into the best performing funds. Dynamic Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Fusion/Fusion Prime Fusion is a proprietary quantitative allocation technology designed to fuse multiple trading strategies and asset class indexes into one strategically See More Dynamic Multialternative Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Global Maturities Global Maturities offers global debt market exposure actively managing a portfolio selecting from a universe of several different Global, Emerging Markets, and See More Dynamic Multisector Bond Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Global Select Global Select oversees the overseas fund managers, seeking only the top-ranked no-load global funds. Investments are allocated to equity or income investments See More Dynamic World Allocation Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Lifetime Evolution Lifetime Evolution utilizes Flexible Plan’s proprietary mutual fund ranking methodology to filter out the underperforming fund, and seeks to create the best See More Dynamic Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Managed Income Managed Income utilizes our proprietary dynamic, risk managed investment methodology to select bond funds from major bond fund classes to create the optimized See More Dynamic Multisector Bond Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Market Leaders Dynamic Market Leaders Dynamic is designed to overweight portfolio investments into top performing asset classes while reducing exposure to underperforming assets. It See More Dynamic Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Market Leaders Equity Only Market Leaders Equity Only is an all-equity portfolio with reallocation into the leading investments of the strongest asset classes and out of lagging See More Dynamic Cons. to Agg Allocation Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Market Leaders Sector Growth Market Leaders Sector Growth is an active asset allocation strategy designed to overweight portfolio investments into top-performing equity sectors while See More Dynamic Cons. to Agg Allocation Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Market Leaders Strategic Market Leaders Strategic is the purest variation of Market Leaders, an active asset allocation strategy designed to overweight portfolio investments into See More Dynamic Cons. to Agg Allocation Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Market Leaders Tactical Market Leaders Tactical is a series of dynamic rankings designed to overweight portfolio investments in top performing asset classes and funds while reducing See More Dynamic Cons. to Agg Allocation Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Political Seasonality Index Political Seasonality Index seeks to give investors a glimpse as to what the market may have in store for the coming year. Calculating eleven different See More Tactical Tactical Allocation Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Sector Select Sector Select applies our proprietary fund selection and risk managed allocation methodology to exclusively sector funds. The strategy's ability to rotate into See More Dynamic Sector Rotation Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Select Alternatives Select Alternatives combines the diversification and liquidity of alternative investments traditionally available only to hedge funds. Dynamic Miscellaneous Sector Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Self-adjusting Trend Following Self-adjusting Trend Following follows easily identifiable trends in the market in an attempt to generate gains, with rule sets that seek to take advantage of See More Tactical Tactical Allocation Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Strategic High Yield Bond Strategic High Yield Bond invests in an actively managed portfolio of high yield bond mutual funds in an attempt to take advantage of trends in the high yield See More Tactical Tactical Allocation Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Systematic Advantage Systematic Advantage monitors over 100 third party Tactical Asset Allocation trading systems. Each week, Flexible Plan Investments' proprietary allocation See More Tactical Tactical Allocation Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Systematic Long/Short Bond Trading Systematic Long/Short Bond Trading trades the 30-year government bond through the use of no-load leveraged and inverse government long bond funds. It is driven See More Tactical Tactical Allocation Len Durso
ldurso@flexibleplan.com
412-225-4936
Flexible Plan Investments, Ltd. Volatility Adjusted NASDAQ Volatility Adjusted NASDAQ (VAN) evaluates the current short-term volatility risk in the NASDAQ 100 Index relative to its long-term historical average on a See More Tactical Tactical Allocation Len Durso
ldurso@flexibleplan.com
412-225-4936
Global View Capital Management GTAC Aggressive Global Tactical Allocation comprised of up to 13 sub-strategies utilizing various tactical methods Tactical Aggressive Allocation Dina Fliss
information@gvcaponline.com
262-650-1030
Global View Capital Management GTAC Balanced Global Tactical Allocation comprised of up to 13 sub-strategies utilizing various tactical methods Tactical Global Macro Dina Fliss
information@gvcaponline.com
262-650-1030
Global View Capital Management GTAC Conservative Global Tactical Allocation comprised of up to 13 sub-strategies utilizing various tactical methods Tactical Conservative Allocation Dina Fliss
information@gvcaponline.com
262-650-1030
Global View Capital Management GTAC Defensive Growth Global Tactical Allocation comprised of up to 13 sub-strategies utilizing various tactical methods Tactical World Allocation Dina Fliss
information@gvcaponline.com
262-650-1030
Global View Capital Management GTAC Moderate Global Tactical Allocation comprised of up to 13 sub-strategies utilizing various tactical methods Tactical Global Macro Dina Fliss
information@gvcaponline.com
262-650-1030
J2 Capital Management J2 Risk Controlled Investment - Aggressive A Tactical ETF strategy that analyzes over 20 Broad based equity index and fixed income ETF’s. J2 uses an overall Market indicator (RCI Indicator) that See More Tactical Tactical Allocation John Benedict
johnb@j2cmonline.com
248-641-4444
J2 Capital Management J2 Risk Controlled Investment - Growth A Tactical ETF strategy that analyzes over 20 Broad based equity index and fixed income ETF’s. J2 uses an overall Market indicator (RCI Indicator) that See More Tactical Tactical Allocation John Benedict
johnb@j2cmonline.com
248-641-4444
J2 Capital Management J2 Sector Rotation A Tactical ETF strategy that analyzes over 19 Rydex and ProFunds Sector ETF’s. Each month the universe is ranked using J2’s Risk-Adjusted Relative Strength See More Tactical Tactical Allocation John Benedict
johnb@j2cmonline.com
248-641-4444
J2 Capital Management J2 Tactical Income The Tactical Income strategy seeks to invest in a basket of both fixed income and income producing securities using our risk-adjusted relative strength See More Tactical Tactical Allocation John Benedict
johnb@j2cmonline.com
248-641-4444
Lunt Capital Management, Inc. Lunt Capital 7Twelve Conservative The Lunt Capital 7Twelve Conservative strategy is a conservative, diversified, strategic allocation across 7 broad asset classes and 12 underlying positions. See More Strategic Conservative Allocation John Lunt
info@luntcapital.com
801-503-3035
Lunt Capital Management, Inc. Lunt Capital 7Twelve Moderate The Lunt Capital 7Twelve Moderate strategy is a moderate, diversified, strategic allocation across 7 broad asset classes and 12 underlying positions. Using the See More Strategic Moderate Allocation John Lunt
info@luntcapital.com
801-503-3035
Lunt Capital Management, Inc. Lunt Capital 7Twelve Moderately Aggressive The Lunt Capital 7Twelve Moderately Aggressive strategy is a moderately aggressive, diversified, strategic allocation across 7 broad asset classes and 12 See More Strategic Aggressive Allocation John Lunt
info@luntcapital.com
801-503-3035
Lunt Capital Management, Inc. Lunt Capital Dynamic Aggressive The Lunt Capital Dynamic Aggressive strategy is an aggressive, multi-asset, tactically managed strategy designed to take advantage of return disparities among See More Tactical Aggressive Allocation John Lunt
info@luntcapital.com
801-503-3035
Lunt Capital Management, Inc. Lunt Capital Dynamic Conservative The Lunt Capital Dynamic Conservative strategy is a conservative, multi-asset, tactically managed strategy designed for defense and risk reduction in volatile See More Tactical Conservative Allocation John Lunt
info@luntcapital.com
801-503-3035
Lunt Capital Management, Inc. Lunt Capital Dynamic Moderate The Lunt Capital Dynamic Moderate strategy is a moderate, multi-asset, tactically managed strategy designed to take advantage of return disparities among See More Tactical Moderate Allocation John Lunt
info@luntcapital.com
801-503-3035
Lunt Capital Management, Inc. Lunt Capital Global Sectors The Lunt Capital Global Sectors strategy is an equity-only, tactically managed strategy designed to take advantage of return disparities among equity sectors. See More Tactical Tactical Allocation John Lunt
info@luntcapital.com
801-503-3035
Lunt Capital Management, Inc. Lunt Capital Tactical 7Twelve The Lunt Capital Tactical 7Twelve strategy is a moderate, diversified, tactical allocation across 7 broad asset classes and 12 underlying positions. Using the See More Tactical Moderate Allocation John Lunt
info@luntcapital.com
801-503-3035
Millcreek Asset Management LLC Alpha II Long / Short Equity Millcreek's Alpha II Long / Short Equity strategy takes selective exposure to securities tracking 2x the Nasdaq 100 index or a cash/money market positions. See More Tactical Trading--Leveraged Equity Michael Thornton
michael@millcreek-mgmt.com
307-201-6276
Millcreek Asset Management LLC Tactical Equity / Treasuries Millcreek's Tactical Equity / Treasuries takes selective exposure to securities tracking 2x the S&P 500 index, the 30 year treasury or a cash/money market See More Tactical Trading--Miscellaneous Michael Thornton
michael@millcreek-mgmt.com
307-201-6276
Millcreek Asset Management LLC Tactical Treasuries Millcreek's Tactical Treasuries strategy takes selective exposure to securities tracking 1.25x the U.S. 30 year treasury and cash/money market positions. The See More Tactical Long-Term Bond Michael Thornton
michael@millcreek-mgmt.com
307-201-6276
Portfolio Strategies, Inc. All Seasons The strength of the All Seasons Program lies in our proprietary research showing markets have patterns that have historically tended to repeat themselves See More Tactical Tactical Allocation John Williamson
john@portstrat.com
253-284-9567
Portfolio Strategies, Inc. Equity Alternative The Equity Alternative program employs U.S. government bond long and inverse mutual funds in an actively managed, tactical approach. Assets are allocated up to See More Tactical Tactical Allocation John Williamson
john@portstrat.com
253-284-9567
Portfolio Strategies, Inc. Inflexion Points The Inflexion Points Program is based on a trend following model. The model uses technical indicators, applied mathematics, and pattern recognition algorithms See More Tactical Tactical Allocation John Williamson
john@portstrat.com
253-284-9567
Portfolio Strategies, Inc. Quantitative Income The Quantitative Income Program seeks to provide conservative growth using primarily fixed-income investments. Quantitative Income attempts to mitigate risk See More Tactical Intermediate-Term Bond John Williamson
john@portstrat.com
253-284-9567
Portfolio Strategies, Inc. Sector Focus Sector Focus provides long and inverse exposure to a broad range of asset classes. Holdings can include U.S. market sectors, broad based U.S. and international See More Tactical Long/Short Equity John Williamson
john@portstrat.com
253-284-9567
Portfolio Strategies, Inc. Tactical High Yield The Tactical High Yield program seeks to use a combination of high yield bond mutual funds and Government bond funds (long and inverse) to achieve See More Tactical Tactical Allocation John Williamson
john@portstrat.com
253-284-9567
Potomac Fund Management Bull Bear This strategy is designed to provide moderate to aggressive growth while participating in U.S. markets both on the long (buy) side and short (inverse) side, See More Tactical Trading--Leveraged Equity Manish Khatta
info@potomacfund.com
888-768-6622
Preston Wealth Advisors PWA Growth Seeks to provide capital appreciation utilizing an all sectors available methodolgy Tactical Tactical Allocation Gregory Mattingly
gmattingly@prestonwealthadvisors.com
703-757-0419 ext. 2
Preston Wealth Advisors PWA Hedge Portfolio invests in either Nasdaq 100 MF, Inverse Nasdasq 100 MF, US Government Long Bond or Cash Tactical Aggressive Allocation Gregory Mattingly
gmattingly@prestonwealthadvisors.com
703-757-0419 ext. 2
Preston Wealth Advisors PWA Income Seeks to provide income and capital appreciation utilizing a limited sector exposure methodology. Tactical Multisector Bond Gregory Mattingly
gmattingly@prestonwealthadvisors.com
703-757-0419 ext. 2
Preston Wealth Advisors PWA Moderate Growth Seeks to provide capital appreciation utilizing a limited sector exposure methodolgy Tactical Tactical Allocation Gregory Mattingly
gmattingly@prestonwealthadvisors.com
703-757-0419 ext. 2
PTS Asset Management PTS Allocation Plus For the more aggressive investor. Stays fully invested in markets at all times seeking aggressive portfolio performance. In Bear markets Allocation Plus seeks See More Strategic Aggressive Growth Heidi Wayne - Operations Manager
hwayne@ptsmanagement.com
800-678-9730
PTS Asset Management PTS Conservative Model This objective is most suitable for the needs of more conservative investors who place greater emphasis on current income with growth of principal as a See More Tactical Conservative Allocation Heidi Wayne - Operations Manager
hwayne@ptsmanagement.com
800-678-9730
PTS Asset Management PTS Growth Model This objective is most suitable for the needs of growth investors who are willing to accept greater risk in search of larger returns. The Growth Model will See More Tactical Growth Heidi Wayne - Operations Manager
hwayne@ptsmanagement.com
800-678-9730
PTS Asset Management PTS Moderate Model This objective is most suitable for the needs of clients desiring moderate growth of capital. The Moderate Model will allow no more than 60% to be invested in See More Tactical Moderate Allocation Heidi Wayne - Operations Manager
hwayne@ptsmanagement.com
800-678-9730
Q3 Asset Management Cipher Cipher is a long/short/neutral program that invests primarily in Nasdaq 100 and S&P 500 Index Funds. Signals are generated on a daily basis and may be See More Tactical Long/Short Equity Adam Quiring
aquiring@q3tactical.com
248-566-1122 ext. 102
Q3 Asset Management Enhanced Allocation-Conservative Enhanced Allocation follows a systematic approach that can be thought of as an asset allocation model with the ability to adapt to changing market conditions. See More Dynamic Conservative Allocation Adam Quiring
aquiring@q3tactical.com
248-566-1122 ext. 102
Q3 Asset Management Enhanced Allocation-Growth Enhanced Allocation follows a systematic approach that can be thought of as an asset allocation model with the ability to adapt to changing market conditions. See More Dynamic Growth Allocation Adam Quiring
aquiring@q3tactical.com
248-566-1122 ext. 102
Q3 Asset Management Enhanced Allocation-Moderate Enhanced Allocation follows a systematic approach that can be thought of as an asset allocation model with the ability to adapt to changing market conditions. See More Dynamic Moderate Allocation Adam Quiring
aquiring@q3tactical.com
248-566-1122 ext. 102
Sterling Global Strategies Sterling Tactical Rotation Strategy The Sterling Tactical Rotation Strategy seeks to provide absolute returns during any market cycle or condition by employing an equally-weighted strategic model See More Tactical World Allocation Michael Haig
mike@sterling-gs.com
760-603-8881
Titan Capital Management, LLC Titan Aggressive Growth The Titan Aggressive Growth strategy seeks to generate above market returns with less downside volatility than the market. There are no fixed allocations to See More Tactical Tactical Allocation Arthur Askil
arthur@titanmanagers.com
209-529-3089
Titan Capital Management, LLC Titan Conservative Growth The Titan Conservative Growth strategy is designed to generate growth and income. It seeks to deliver higher returns with less downside volatility than a 40/60 See More Tactical Tactical Allocation Arthur Askil
arthur@titanmanagers.com
209-529-3089
Titan Capital Management, LLC Titan Growth The Titan Growth strategy seeks to generate above market risk-adjusted returns with less downside volatility than the market. There are no fixed allocations to See More Tactical Tactical Allocation Arthur Askil
arthur@titanmanagers.com
209-529-3089
Titan Capital Management, LLC Titan Moderate Growth The Titan Moderate Growth strategy is designed to generate growth with some income. It seeks to deliver higher returns with less downside volatility than a See More Tactical Tactical Allocation Arthur Askil
arthur@titanmanagers.com
209-529-3089
Tuttle Tactical Management TTM Growth Tactical US Equity Tactical Aggressive Allocation Matthew Tuttle
mtuttle@tuttletactical.com
888-723-2821
Tuttle Tactical Management TTM Moderate Tactical US Equity and Fixed Income Tactical Moderate Allocation Matthew Tuttle
mtuttle@tuttletactical.com
888-723-2821

US Bond

Management Style: Dynamic


Investment Category: High-Yield Bond


WSTAssetManager(WSTAM) is a proprietary software solution designed through collaboration with WSTAnalytics, the quantitative portfolio management group of Wilbanks Smith & Thomas. WST Asset Manager – U.S. Bond has the flexibility to invest through funds in any combination of high yield bonds, intermediate U.S. Government securities, short-term treasuries, or 100% in short-term investment grade fixed income.
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Vantage 2.0 Aggressive

Management Style: Tactical


Investment Category: Aggressive Allocation


Beacon's Vantage 2.0 Aggressive model utilizes Beacon's proprietary stop-loss strategy that automatically withdraws investors from their equity positions if an investment loss hits the predetermined tolerated amount. This approach attempts to provide a safety valve during extreme bear markets when diversification may not enough to protect investors.

Beacon also applies equal weight to the 11 Vanguard sector ETF funds which are held within the Vantage 2.0 Aggressive model. Most traditional sector portfolios are composed of 10 sectors; however Beacon also includes a Real Estate sector fund. It is our belief that by adding real estate exposure to the portfolio that we can further correlation diversification and gain exposure to an additional and fundamental aspect of the world economy.
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Vantage 2.0 Balanced

Management Style: Tactical


Investment Category: Moderate Allocation


Beacon's Vantage 2.0 Balanced model utilizes Beacon's proprietary stop-loss strategy that automatically withdraws investors from their equity positions if an investment loss hits the predetermined tolerated amount. This approach attempts to provide a safety valve during extreme bear markets when diversification may not enough to protect investors.

Beacon also applies equal weight to the 11 Vanguard sector ETF funds which are held within the Vantage 2.0 Balanced model. Most traditional sector portfolios are composed of 10 sectors; however Beacon also includes a Real Estate sector fund. It is our belief that by adding real estate exposure to the portfolio that we can further correlation diversification and gain exposure to an additional and fundamental aspect of the world economy.
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Vantage 2.0 Conservative

Management Style: Tactical


Investment Category: Conservative Allocation


Beacon's Vantage 2.0 Conservative model utilizes Beacon's proprietary stop-loss strategy that automatically withdraws investors from their equity positions if an investment loss hits the predetermined tolerated amount. This approach attempts to provide a safety valve during extreme bear markets when diversification may not enough to protect investors.

Beacon also applies equal weight to the 11 Vanguard sector ETF funds which are held within the Vantage 2.0 Conservative model. Most traditional sector portfolios are composed of 10 sectors; however Beacon also includes a Real Estate sector fund. It is our belief that by adding real estate exposure to the portfolio that we can further correlation diversification and gain exposure to an additional and fundamental aspect of the world economy.
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CLS VA Managed Strategy - Model 12

Management Style: Dynamic


Investment Category: Conservative Allocation


Covering Risk Budgets 30-33
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CLS VA Managed Strategy - Model 6

Management Style: Dynamic


Investment Category: Moderate Allocation


Covering Risk Budgets 64-67
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CLS VA Managed Strategy - Model 7

Management Style: Dynamic


Investment Category: Moderate Allocation


Covering Risk Budgets 60-63
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CLS VA Managed Strategy - Model 8

Management Style: Dynamic


Investment Category: Moderate Allocation


Covering Risk Budgets 51-59
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Alpha Strategic Asset Allocation Growth Portfolio

Management Style: Strategic


Investment Category: Growth Allocation


The BTS Alpha Strategic Asset Allocation (SAA) Portfolios offer an innovative, dynamic solution to risk management as an alternative to traditional buy-and-hold portfolio management. Using quarterly portfolio reallocation and rebalancing, BTS employs academic historical analysis, technical analysis of the current market, and economic forecasting fine tuned with proprietary systems to create an enhanced solution for clients of ranging risk profiles.
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Select Bond Asset Allocation Portfolio

Management Style: Tactical


Investment Category: Conservative Allocation


Flexible approach designed to move 100% of assets between three uncorrelated asset classes: High Yield when risk is on, thus seeking to capture equity exposure, Treasuries when risk is off, taking advantage of the flight to quality, Cash if there is not a risk-on / risk-off opportunity, in an effort to preserve capital.
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Select Seasonality/Bond Asset Allocation Portfolio

Management Style: Tactical


Investment Category: Moderate Allocation


The goal of the Select Seasonality/Bond Asset Allocation Portfolio (
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Bay Colony Advisors Aggressive Dynamic Portfolio

Management Style: Tactical


Investment Category: Aggressive Allocation


This is a low-cost solution for advisors offering an actively managed portfolio that is designed to meet your client’s needs. The Aggressive Model is for long term investors who want good growth, are willing to accept market fluctuations and are still seeking protection from dramatic market moves. This model is likely to entail a fair amount of volatility but not as much as a portfolio invested exclusively in stock funds. The model dynamically moves between offensive and defensive strategies in a timely fashion. The methodology used is designed to follow trends in major market categories, asset classes, and the mutual funds available in the Jefferson National system. BCA model portfolios seek to enhance returns with comparable levels of risk to the various allocations found in the models by employing a momentum investment approach. Momentum investing seeks to capitalize on the persistence of ongoing trends in the market by dynamically allocating assets across mutual fund sectors, overweighting the best performing mutual fund sectors and underweighting the worst performing mutual fund sectors. Utilizing a momentum strategy provides the opportunity to potentially enhance returns to your model allocations. The base allocation framework and benchmark is 75% stock funds and 25% fixed income funds. As the model moves from offensive to defensive positions the allocations can vary within these parameters: Stock Funds: 0 - 75% Fixed Income Funds: 0 - 25% Cash: 0 - 100% Inverse Funds: 0 - 30% In the fund selection process, when there are multiple funds with similar strategies and performance histories, the fund with the lower fee structure will be selected. Disclosure - There is no assurance that the investment objectives will be met. The Funds volatility may materially exceed the volatility of the respective model allocations over the short and long term.
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Bay Colony Advisors Conservative Dynamic Portfolio

Management Style: Tactical


Investment Category: Conservative Allocation


This is a low-cost solution for advisors offering an actively managed portfolio that is designed to meet your client’s needs. The Conservative Model is for long term investors who are concerned about capital preservation and income and who seek a modest growth component. The model dynamically moves between offensive and defensive strategies in a timely fashion. The methodology used is designed to follow trends in major market categories, asset classes, and the mutual funds available in the Jefferson National system. BCA model portfolios seek to enhance returns with comparable levels of risk to the various allocations found in the models by employing a momentum investment approach. Momentum investing seeks to capitalize on the persistence of ongoing trends in the market by dynamically allocating assets across mutual fund sectors, overweighting the best performing mutual fund sectors and underweighting the worst performing mutual fund sectors. Utilizing a momentum strategy provides the opportunity to potentially enhance returns to your model allocations. The base allocation framework and benchmark is 25% stock funds and 75% fixed income funds. As the model moves from offensive to defensive positions the allocations can vary within these parameters: Stock Funds: 0 - 25% Fixed Income Funds: 0 - 75% Cash: 0 - 100% Inverse Funds: 0 - 10% In the fund selection process, when there are multiple funds with similar strategies and performance histories, the fund with the lower fee structure will be selected. Disclosure - There is no assurance that the investment objectives will be met. The Funds volatility may materially exceed the volatility of the respective model allocations over the short and long term.
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Bay Colony Advisors Moderate Dynamic Portfolio

Management Style: Tactical


Investment Category: Moderate Allocation


This is a low-cost solution for advisors offering an actively managed portfolio that is designed to meet your client’s needs. The Moderate Model is for long term investors who are concerned about capital preservation and income and who seek a balance with growth potential. This model is likely to entail fluctuations in value, but present less volatility than the overall stock market. The model dynamically moves between offensive and defensive strategies in a timely fashion. The methodology used is designed to follow trends in major market categories, asset classes, and the mutual funds available in the Jefferson National system. BCA model portfolios seek to enhance returns with comparable levels of risk to the various allocations found in the models by employing a momentum investment approach. Momentum investing seeks to capitalize on the persistence of ongoing trends in the market by dynamically allocating assets across mutual fund sectors, overweighting the best performing mutual fund sectors and underweighting the worst performing mutual fund sectors. Utilizing a momentum strategy provides the opportunity to potentially enhance returns to your model allocations. The base allocation framework and benchmark is 50% stock funds and 50% fixed income funds. As the model moves from offensive to defensive positions the allocations can vary within these parameters: Stock Funds: 0 - 50% Fixed Income Funds: 0 - 50% Cash: 0 - 100% Inverse Funds: 0 - 20% In the fund selection process, when there are multiple funds with similar strategies and performance histories, the fund with the lower fee structure will be selected. Disclosure - There is no assurance that the investment objectives will be met. The Funds volatility may materially exceed the volatility of the respective model allocations over the short and long term.
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Monument Advisor Balanced

Management Style: Tactical


Investment Category: Tactical Allocation


The goal of the Balanced Growth program is to provide long-term growth of capital from a portfolio of equity and fixed income ETFs or mutual funds during favorable market conditions, but which has the ability to move fully to cash or use defensive investments during periods that are determined to present above-average risk. The portfolio is diversified across multiple tactical investment strategies, each of which influences the investment holdings and directs the allocation between equities, fixed income, cash and defensive positions.
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Monument Advisor Strategy Conservative

Management Style: Tactical


Investment Category: Tactical Allocation


The objective of the Conservative Growth program is to provide investors with conservative growth through a portfolio composed primarily of bonds and income-oriented securities, with a small portion of the portfolio allocated to tactically managed equities. This strategy is designed for investors seeking a relatively conservative investment. While it is typically weighted 70% fixed income and 30% equities, this strategy maintains the flexibility to overweight or underweight either portion when conditions warrant.
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Monument Advisor Strategy Diversified

Management Style: Tactical


Investment Category: Tactical Allocation


The goal of the Diversified Growth program is to provide long-term growth of capital from a portfolio typically invested 100% in equity ETFs or mutual funds during favorable market conditions, yet retaining the ability to move fully to cash or defensive investments during periods determined to present above-average risk. The portfolio is diversified across multiple tactical investment strategies, each of which influences the investment holdings and directs the allocation between equities, fixed income, cash and defensive positions.
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Monument Advisor Strategy Income Plus

Management Style: Tactical


Investment Category: Tactical Allocation


The Income Plus program works to provide income and growth through a portfolio primarily composed of bonds, and has the flexibility to use all bond asset classes. It can also utilize equity-income asset classes such as REIT’s, utilities, consumer staples and other high-dividend equity assets. The equityincome asset classes will typically be limited to 30% of the portfolio, but at the discretion of the portfolio manager, the allocation can be higher when opportunities are limited across bond asset classes.
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Monument Advisor Strategy Managed Bond

Management Style: Tactical


Investment Category: Tactical Allocation


Most corporate bond fund investors follow the "buy and hold" approach. They do well when bond prices are rising, but they can suffer loss of principal when interest rates rise or economic weakness causes bond prices to drop. The goal of the Managed Bond program which is sub-advised by Merit Advisors, is to provide investors with a measure of protection against such risks. When the program’s investment methodology generates a new sell signal from the technical indicators, the assets are moved from the bond fund(s) to either a money market fund, short-term or floating rate bond fund, or an inverse bond fund. In the past, this program has made as few as two trades (one round turn) and as many as twelve (6 round turns) per year. The methodology behind the Managed Bond program has been successful in reducing the risk while enhancing the returns.
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Tactical Market Index- Moderate

Management Style: Tactical


Investment Category: Tactical Allocation


The Tactical Market Index – Moderate program is designed for investors who want broad-based exposure to the U.S. stock market index as well as a riskmanagement strategy that can disengage from the market during periods historically deemed negative or when the strategy declines beyond a predetermined level. Models used to measure this risk evaluate factors such as the number of sectors and industries moving higher or lower, the number of global markets advancing or declining, and the relative performance of asset classes such as bonds, commodities and cash. Also considered, but at a lower weight, are monetary factors such as trends in interest rates and changes in money supply, and attitudinal elements such as the optimism or pessimism of market participants. Seasonal factors that historically influence changes in the amount of cash flowing into the stock market and levels of volatility that vary during times of the year are also taken into account.
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Asset Allocator - Aggressive Growth

Management Style: Dynamic


Investment Category: Aggressive Allocation


The Asset Allocator program is a tactical strategy that seeks to select and weight asset classes to position the portfolio for current market conditions based on market analytics. The program allocates client accounts among domestic equity, international equity, and fixed income funds, as dictated by the strategy within the overall program. The target allocations for the Asset Allocator Aggressive Growth strategy are 65% domestic equity and 35% international equity.
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Asset Allocator - Conservative

Management Style: Dynamic


Investment Category: Conservative Allocation


The Asset Allocator program is a tactical strategy that seeks to select and weight asset classes to position the portfolio for current market conditions based on market analytics. The program allocates client accounts among domestic equity, international equity, and fixed income funds, as dictated by the strategy within the overall program.
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Asset Allocator - Core

Management Style: Dynamic


Investment Category: Moderate Allocation


The Asset Allocator program is a tactical strategy that seeks to select and weight asset classes to position the portfolio for current market conditions based on market analytics. The program allocates client accounts among domestic equity, international equity, and fixed income funds, as dictated by the strategy within the overall program.
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Asset Allocator - Growth

Management Style: Dynamic


Investment Category: Aggressive Allocation


The Asset Allocator program is a tactical strategy that seeks to select and weight asset classes to position the portfolio for current market conditions based on market analytics. The program allocates client accounts among domestic equity, international equity, and fixed income funds, as dictated by the strategy within the overall program.
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Asset Allocator - Income

Management Style: Dynamic


Investment Category: Conservative Allocation


The Asset Allocator program is a tactical strategy that seeks to select and weight asset classes to position the portfolio for current market conditions based on market analytics. The program allocates client accounts among domestic equity, international equity, and fixed income funds, as dictated by the strategy within the overall program.
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Portfolio Protector - Bonds

Management Style: Tactical


Investment Category: Tactical Allocation


The Portfolio Protector program seeks market participation with an element of risk management. The program monitors market conditions to determine periods to assume a defensive or partially defensive position in order to attempt to avoid large losses in the market, while also looking for periods to participate in the market to seek appreciation. This defensive program allocates the entire portfolio to an invested, partially invested, or defensive position based on market analytics.
When entering the market, the Portfolio Protector Bond strategy may allocate client assets to fixed income mutual funds. The defensive position(s) for this strategy includes money market, defensive bond mutual fund, or other short-term mutual fund positions.
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Portfolio Protector - Domestic

Management Style: Tactical


Investment Category: Tactical Allocation


The Portfolio Protector program seeks market participation with an element of risk management. The program monitors market conditions to determine periods to assume a defensive or partially defensive position in order to attempt to avoid large losses in the market, while also looking for periods to participate in the market to seek appreciation. This defensive program allocates the entire portfolio to an invested, partially invested, or defensive position based on market analytics.
When entering the market, the Portfolio Protector Domestic strategy may allocate client assets to domestic equity mutual funds. The defensive position(s) for this strategy includes money market, defensive bond mutual fund, or other short-term mutual fund positions.
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Portfolio Protector - Multi-fund

Management Style: Tactical


Investment Category: Tactical Allocation


The Portfolio Protector program seeks market participation with an element of risk management. The program monitors market conditions to determine periods to assume a defensive or partially defensive position in order to attempt to avoid large losses in the market, while also looking for periods to participate in the market to seek appreciation. This defensive program allocates the entire portfolio to an invested, partially invested, or defensive position based on market analytics.
When entering the market, the Portfolio Protector Multi-fund strategy may allocate client assets to domestic equity, international equity, or fixed income mutual funds. The defensive position(s) for this strategy includes money market, defensive bond mutual fund, or other short-term mutual fund positions.
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Cedar Capital Market Advantage

Management Style: Dynamic


Investment Category: Moderate Allocation


The Cedar Market Advantage Portfolios are built on the idea that blending strategic approaches with tactical strategies can result in a better overall portfolio construction. With years of experience in the tactical investment space and multiple innovative strategic offerings, Cedar is in a unique position to deliver complete portfolio solutions with flexibility to accommodate a wide range of advisor and client preferences and risk profiles. Based on in-depth research, the Cedar MAPs utilize multiple tactical strategies to potentially diversify key portfolio risks while including strategic and innovative alternative strategies to complete the asset allocation
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Good Harbor Tactical Core

Management Style: Tactical


Investment Category: World Allocation


The long-only Tactical Core international strategy seeks to outperform the MSCI ACWI ex-US Net Total Return Index by allocating investments tactically across various asset classes, including non-US stocks and bonds. The strategy is not restricted to a minimum percentage in either stocks or bonds. The underlying premise of the Good Harbor tactical model is that equity prices are driven by changes in investor risk premiums and that these premiums vary with the business cycle. By gauging a combination of momentum measures, economic data, and yield curve dynamics, the model seeks to assess changes in risk premiums in order to participate in equities during rallies and move defensively to bonds when weaker market conditions are anticipated
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Good Harbor Tactical Core US

Management Style: Tactical


Investment Category: Tactical Allocation


The long-only US Tactical Core strategy seeks to outperform the S&P 500 Total Return index by allocating investments tactically across various asset classes, including US stocks and bonds. The strategy is not restricted to a minimum investment in either stocks or bonds. The underlying premise of the Good Harbor tactical model is that equity prices are driven by changes in investor risk premiums and that these premiums vary with the business cycle. By gauging a combination of momentum measures, economic data, and yield curve dynamics, the model seeks to assess changes in risk premiums in order to participate in equities during rallies and move defensively to bonds when weaker market conditions are anticipated
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Tactical Income w/ Moderate Growth

Management Style: Tactical


Investment Category: Tactical Allocation


A multi-asset class portfolio where the primary focus is on income and capital preservation. Capital appreciation is a secondary goal when we see low-risk opportunities to do so.
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Alpha / The Formula

Management Style: Tactical


Investment Category: Moderate Allocation


The Formula is an investment model that specifies an asset allocation strategy based on the annual forecasting cycle and the four-year presidential election cycle. The model determines, in advance, when to be invested in equities and when to be invested in bonds. The investment components of the model are: the S&P MidCap 400 Index, the S&P 500 Index, the NASDAQ 100 Index, and an Intermediate Treasury Index fund. Over the course of the four-year election cycle, the model is invested 29% of the time in bonds and 71% of the time in equities.
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Alpha Bonds Strategy

Management Style: Tactical


Investment Category: Conservative Allocation


The Alpha Bonds Strategy seeks to supplement the natural returns of select intermediate and short-term bond funds with a limited exposure to equities in the fourth quarter of the year. Each year, the strategy assumes a normal allocation of intermediate and short-term bond funds from January until late-October. At that point, 60% of the portfolio is dedicated to three predetermined sub-periods totaling 20 days in the fourth quarter using a leveraged (1.5 Beta) Russell 2000 index fund, while 40% of the portfolio remains in bonds. When not invested in the three sub-periods in the fourth quarter, 60% of the portfolio is invested in cash/money market fund.
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Alpha Mid-Cap Power Index Managed Account

Management Style: Tactical


Investment Category: Moderate Allocation


The Alpha Mid-Cap Power Index Managed Account is an asset allocation strategy which seeks to exploit two seasonal influences on the stock market. These seasonal forces have historically “skewed” returns into certain months of the year and specific sub-periods in the final three months of the year. Each year, the Alpha Mid-Cap Power Index Managed Account holds an S&P MidCap 400 Index fund from late-October to the end of May and then invests in intermediate-term bond funds from June to late-October. As a result, equity exposure is constrained to 60% of the available trading days each year. During the fourth quarter of each year, the strategy raises the beta of the mid-cap index fund by 50% during three sub-periods totaling 20 days. These three sub-periods are influenced by end-of-month and holiday seasonal forces which are particularly robust in small and mid-cap stocks.
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Alpha Seasonal Strategy

Management Style: Tactical


Investment Category: Moderate Allocation


The Alpha Seasonal Strategy seeks to have exposure to equities during very restricted time periods, when the risk of loss is low, by exploiting persistent seasonal factors which have affected risk and return for decades. During each pre-election year of the four-year presidential election cycle, the strategy is fully invested in equities from January to the end of September (equally divided between S&P 500 and NASDAQ 100). During the post-election, mid-term and election years of the election cycle, the strategy is invested 50% in equities (S&P 500) and 50% in conservative bond funds from January to April, then shifts to 100% conservative bond funds until the end of October. During the fourth quarter of each year, the strategy is dedicated to three predetermined sub-periods totaling 20 days using a Russell 2000 index fund leveraged by 50%. When not invested in the three sub-periods in the fourth quarter, the model is invested in cash/money market fund.
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Balanced Quantfolio

Management Style: Dynamic


Investment Category: Sector Rotation


The Quantfolios are adaptively managed portfolios constructed on an investment core complimented by the appropriate asset class and/or sector components. We use a proprietary set of asset class tools, market sector analysis and our EcoMatrix to determine the appropriate asset allocations given the current investing environment. Fixed Income components are determined by current market conditions and interest rates as they relate to maturity and duration.

The Balanced Quantfolio has a target allocation of 60% equity and 40% fixed income.  In times of economic recessions, it is possible for the Quantfolios to deviate from the standard allocation process, reduce overall core, asset class and/or sector components and move to more defensive allocations like long short funds, short term fixed income products or cash equivalents in an attempt to limit the negative effects of the exposure to down markets.
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Conservative Quantfolio

Management Style: Dynamic


Investment Category: Sector Rotation


The Quantfolios are adaptively managed portfolios constructed on an investment core complimented by the appropriate asset class and/or sector components. We use a proprietary set of asset class tools, market sector analysis and our EcoMatrix to determine the appropriate asset allocations given the current investing environment. Fixed Income components are determined by current market conditions and interest rates as they relate to maturity and duration.

The Conservative Quantfolio has a target allocation of 20% equity and 80% fixed income.  In times of economic recessions, it is possible for the Quantfolios to deviate from the standard allocation process, reduce overall core, asset class and/or sector components and move to more defensive allocations like long short funds, short term fixed income products or cash equivalents in an attempt to limit the negative effects of the exposure to down markets.
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Growth & Income Quantfolio

Management Style: Dynamic


Investment Category: Sector Rotation


The Quantfolios are adaptively managed portfolios constructed on an investment core complimented by the appropriate asset class and/or sector components. We use a proprietary set of asset class tools, market sector analysis and our EcoMatrix to determine the appropriate asset allocations given the current investing environment. Fixed Income components are determined by current market conditions and interest rates as they relate to maturity and duration.

The Growth & Income Quantfolio has a target allocation of 70% equity and 30% fixed income.  In times of economic recessions, it is possible for the Quantfolios to deviate from the standard allocation process, reduce overall core, asset class and/or sector components and move to more defensive allocations like long short funds, short term fixed income products or cash equivalents in an attempt to limit the negative effects of the exposure to down markets.
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Growth Quantfolio

Management Style: Dynamic


Investment Category: Sector Rotation


The Quantfolios are adaptively managed portfolios constructed on an investment core complimented by the appropriate asset class and/or sector components. We use a proprietary set of asset class tools, market sector analysis and our EcoMatrix to determine the appropriate asset allocations given the current investing environment. Fixed Income components are determined by current market conditions and interest rates as they relate to maturity and duration.

The Growth Quantfolio has a target allocation of 80% equity and 20% fixed income.  In times of economic recessions, it is possible for the Quantfolios to deviate from the standard allocation process, reduce overall core, asset class and/or sector components and move to more defensive allocations like long short funds, short term fixed income products or cash equivalents in an attempt to limit the negative effects of the exposure to down markets.
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Moderately Conservative Quantfolio

Management Style: Dynamic


Investment Category: Sector Rotation


The Quantfolios are adaptively managed portfolios constructed on an investment core complimented by the appropriate asset class and/or sector components. We use a proprietary set of asset class tools, market sector analysis and our EcoMatrix to determine the appropriate asset allocations given the current investing environment. Fixed Income components are determined by current market conditions and interest rates as they relate to maturity and duration.

The Moderately Conservative Quantfolio has a target allocation of 50% equity and 50% fixed income.  In times of economic recessions, it is possible for the Quantfolios to deviate from the standard allocation process, reduce overall core, asset class and/or sector components and move to more defensive allocations like long short funds, short term fixed income products or cash equivalents in an attempt to limit the negative effects of the exposure to down markets.
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Braver Tactical Balanced Strategy

Management Style: Tactical


Investment Category: Moderate Allocation


Balanced Equity and Fixed Income Strategy Multi Model Approach
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Braver Tactical Equity Sector Rotation Strategy

Management Style: Tactical


Investment Category: Aggressive Allocation


Aggressive Concentrated Equity Sector Rotation Single Model Ranking System invests in Top 4 Trending Sectors
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Braver Tactical Opportunity Strategy

Management Style: Tactical


Investment Category: Moderate Allocation


Multiple Equity Asset Class Managed Account with Risk Controlled Multi Model approach
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Camelot Portfolios Core Income

Management Style: Dynamic


Investment Category: Intermediate-Term Bond


Overall Objective - Core Income is designed to anchor a portfolio and provide steady income using a team of experienced bond managers.
Portfolio Strategy - As value changes over time, investment selection is rotated into areas that continue to meet income objectives and keep the risk at a lower level. Unlike our other strategies that balance risk and return to provide certain levels of income and appreciation, core income is focused primarily on risk reduction and providing a lower but steady income stream.
Key Points:
- Consistent income distributions during all market conditions
- Low Volatility
- Target Avererage Annual Yield: 3-5%
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Camelot Portfolios Freedom Formula

Management Style: Tactical


Investment Category: Tactical Allocation


Portfolio Strategy - The Freedom Formula™ investment portfoliois comprised four separate pre-defined screening strategies to provide investors a well-diversified portfolio. The portfolio is rebalanced at least annually. Risk reduction triggers are utilized to reduce potential drawdown in volatile markets.
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Camelot Portfolios Opportunities Income

Management Style: Dynamic


Investment Category: Conservative Allocation


Overall Objective - Opportunities Income is designed to produce high income and total return using sustainable income producing investments with long term appreciation potential at attractive risk levels.
Portfolio Strategy - As value changes over time, investment selection is rotated into areas that continue to meet income objective with greater long term income and appreciation potential. Having an income focus allows for a natural discipline to invest in areas that have usually seen depressed prices and increased yields (Buy Low).
Key Points:
- Consistent income distributions during all market conditions
- Risk Adjusted Total Return for Investors
- Full Diversification
- Potential for capital appreciation in addition to income
- Target Average Annual Yield: 5-7%
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Camelot Portfolios Premium ETF

Management Style: Strategic


Investment Category: Aggressive Allocation


Overall Objective – to produce a high return over time using primarily low-cost ETF’s based on our proprietary asset allocation.
Portfolio Strategy - Premium ETF is an actively managed strategy designed to produce market returns by selecting ETF’s that show the highest relative value. Over time, as value is realized, we will rotate into new investments that we believe have the highest potential. The strategy is fully diversified to keep risk in line with normal market fluctuation. The strategy is diversified among capitalization size, management, sector and holdings that align with our research and views about investment value. In most periods, exchange traded funds will be used.
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Camelot Portfolios Premium Fund Management

Management Style: Strategic


Investment Category: Aggressive Allocation


Overall Objective – to produce a high return over time using Mutual Funds managed by fund managers selected by our investment team based on our proprietary asset allocation.
Portfolio Strategy - Premium Fund Management is an actively managed strategy designed to produce market returns by selecting funds that show the highest relative value in combination with a selected management team. Over time, as value is realized, we will rotate into new investments that we believe have the highest potential. The strategy is fully diversified to keep risk in line with normal market fluctuation. Strategy is diversified among capitalization size, management, sector and holdings that align with our research and views about investment value.
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Camelot Portfolios Tactical Dividend

Management Style: Tactical


Investment Category: Tactical Allocation


Portfolio Strategy - The Tactical Income investment portfolio is comprised of income producing funds drawing from 3 main indexes (Dow Jones US Select Dividend, Dow Jones US Global Select Dividend, Dow Jones US Select REIT). Risk reduction triggers are utilized to reduce potential drawdown in volatile markets.
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CMG Managed High Yield Bond Program

Management Style: Tactical


Investment Category: High-Yield Bond


The CMG Managed High Yield Bond Program trades high yield bond mutual funds using a proprietary model developed by CEO Steve Blumenthal. The model identifies opportunities where the short-­term and intermediate­-term direction of the U.S. high yield market can be predicted with high probability. The model looks at daily data such as price, volume, yield spreads and default rates to generate “buy”, “sell”, and “hold” signals.
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CMG Opportunistic All Asset Strategy

Management Style: Tactical


Investment Category: Moderate Allocation


The CMG Opportunistic All Asset Strategy utilizes a model driven investment process that evaluates a global universe of investment options to select a portfolio of up to 11 Variable Insurance Trust (VIT) positions. The tactical long­only model will then rank each investment based solely on the price data of each asset. Those VITs with the highest probabilities for success will be chosen and then re­evaluated after a set time period to see if they are still exhibiting market leadership. The strategy seeks to adjust allocations within the portfolio to capitalize on ever­changing opportunities across global equity and fixed income markets.
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Bear Necessities

Management Style: Dynamic


Investment Category: Bear Market


Bear Necessities seeks to take advantage of this by using funds with low correlations to broad equity indexes such as Real Estate, Health Care, Market Neutral, Energy, Natural Resources, Utilities, Bonds and Consumer Staples (and a money market fund for those times when absolutely nothing else looks good).
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Best Tech

Management Style: Dynamic


Investment Category: Consumer Cyclical


Best Tech utilizes our proprietary dynamically risk-managed allocation methodology seeking to create the best portfolio of funds from the tech industries and it uses a money market fund to seek to reduce the losses characterized by buy and hold sector investing.
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Classic

Management Style: Tactical


Investment Category: Tactical Allocation


Classic is a '100% in-100% out' tactical asset allocation model, moving from stock funds to the safety of a money market fund when market conditions warrant.
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Evolution

Management Style: Dynamic


Investment Category:


Evolution utilizes mutual funds representing a variety of asset classes, and rotates into the best performing funds.
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Fusion/Fusion Prime

Management Style: Dynamic


Investment Category: Multialternative


Fusion is a proprietary quantitative allocation technology designed to fuse multiple trading strategies and asset class indexes into one strategically diversified portfolio for each suitability profile.
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Global Maturities

Management Style: Dynamic


Investment Category: Multisector Bond


Global Maturities offers global debt market exposure actively managing a portfolio selecting from a universe of several different Global, Emerging Markets, and Developed Markets bond no-load mutual funds.
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Global Select

Management Style: Dynamic


Investment Category: World Allocation


Global Select oversees the overseas fund managers, seeking only the top-ranked no-load global funds. Investments are allocated to equity or income investments classified as, and limited to, Global, International, Developed Markets, and Emerging Markets.
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Lifetime Evolution

Management Style: Dynamic


Investment Category:


Lifetime Evolution utilizes Flexible Plan’s proprietary mutual fund ranking methodology to filter out the underperforming fund, and seeks to create the best performances of portfolios from the top performers remaining.
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Managed Income

Management Style: Dynamic


Investment Category: Multisector Bond


Managed Income utilizes our proprietary dynamic, risk managed investment methodology to select bond funds from major bond fund classes to create the optimized risk adjusted return portfolio.
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Market Leaders Dynamic

Management Style: Dynamic


Investment Category:


Market Leaders Dynamic is designed to overweight portfolio investments into top performing asset classes while reducing exposure to underperforming assets. It begins with an all-equity portfolio, with reallocation into the leading investments of the strongest asset classes and out of lagging investments and asset classes.
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Market Leaders Equity Only

Management Style: Dynamic


Investment Category: Cons. to Agg Allocation


Market Leaders Equity Only is an all-equity portfolio with reallocation into the leading investments of the strongest asset classes and out of lagging investments and asset classes.
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Market Leaders Sector Growth

Management Style: Dynamic


Investment Category: Cons. to Agg Allocation


Market Leaders Sector Growth is an active asset allocation strategy designed to overweight portfolio investments into top-performing equity sectors while reducing exposure to underperforming sectors. It begins with a broader base of sector funds and then allocates into the four strongest sectors determined by persistency of price trend.
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Market Leaders Strategic

Management Style: Dynamic


Investment Category: Cons. to Agg Allocation


Market Leaders Strategic is the purest variation of Market Leaders, an active asset allocation strategy designed to overweight portfolio investments into top-performing asset classes while reducing exposure to under-performing assets. It begins with an all-equity portfolio, which reallocates monthly into the leading investments of the strongest asset classes, leaving out lagging investments and asset classes.
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Market Leaders Tactical

Management Style: Dynamic


Investment Category: Cons. to Agg Allocation


Market Leaders Tactical is a series of dynamic rankings designed to overweight portfolio investments in top performing asset classes and funds while reducing exposure to underperforming assets. It begins with an all-equity portfolio, but reallocates quarterly into the leading funds of the strongest asset classes and out of lagging investments and asset classes.
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Political Seasonality Index

Management Style: Tactical


Investment Category: Tactical Allocation


Political Seasonality Index seeks to give investors a glimpse as to what the market may have in store for the coming year. Calculating eleven different political and seasonal factors, its goal is to offer the investor a forewarning of the market’s topography a year in advance using dots on the stock markets seasonal tendencies.
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Sector Select

Management Style: Dynamic


Investment Category: Sector Rotation


Sector Select applies our proprietary fund selection and risk managed allocation methodology to exclusively sector funds. The strategy's ability to rotate into the best performing industries and biggest movers creates an effective match with the special nature of sector funds.
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Select Alternatives

Management Style: Dynamic


Investment Category: Miscellaneous Sector


Select Alternatives combines the diversification and liquidity of alternative investments traditionally available only to hedge funds.
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Self-adjusting Trend Following

Management Style: Tactical


Investment Category: Tactical Allocation


Self-adjusting Trend Following follows easily identifiable trends in the market in an attempt to generate gains, with rule sets that seek to take advantage of both up and down trends.
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Strategic High Yield Bond

Management Style: Tactical


Investment Category: Tactical Allocation


Strategic High Yield Bond invests in an actively managed portfolio of high yield bond mutual funds in an attempt to take advantage of trends in the high yield bond market using highly calibrated technical analysis tools.
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Systematic Advantage

Management Style: Tactical


Investment Category: Tactical Allocation


Systematic Advantage monitors over 100 third party Tactical Asset Allocation trading systems. Each week, Flexible Plan Investments' proprietary allocation software selects the top-performing systems, and then follows the daily signals of the top systems.
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Systematic Long/Short Bond Trading

Management Style: Tactical


Investment Category: Tactical Allocation


Systematic Long/Short Bond Trading trades the 30-year government bond through the use of no-load leveraged and inverse government long bond funds. It is driven by a quantitative approach that combines economic forecasting models and technical systems.
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Volatility Adjusted NASDAQ

Management Style: Tactical


Investment Category: Tactical Allocation


Volatility Adjusted NASDAQ (VAN) evaluates the current short-term volatility risk in the NASDAQ 100 Index relative to its long-term historical average on a daily basis.
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GTAC Aggressive

Management Style: Tactical


Investment Category: Aggressive Allocation


Global Tactical Allocation comprised of up to 13 sub-strategies utilizing various tactical methods
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GTAC Balanced

Management Style: Tactical


Investment Category: Global Macro


Global Tactical Allocation comprised of up to 13 sub-strategies utilizing various tactical methods
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GTAC Conservative

Management Style: Tactical


Investment Category: Conservative Allocation


Global Tactical Allocation comprised of up to 13 sub-strategies utilizing various tactical methods
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GTAC Defensive Growth

Management Style: Tactical


Investment Category: World Allocation


Global Tactical Allocation comprised of up to 13 sub-strategies utilizing various tactical methods
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GTAC Moderate

Management Style: Tactical


Investment Category: Global Macro


Global Tactical Allocation comprised of up to 13 sub-strategies utilizing various tactical methods
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J2 Risk Controlled Investment - Aggressive

Management Style: Tactical


Investment Category: Tactical Allocation


A Tactical ETF strategy that analyzes over 20 Broad based equity index and fixed income ETF’s. J2 uses an overall Market indicator (RCI Indicator) that attempts to identify bull/bear markets and provides guidance on when to add/subtract equity exposure.Each month the top 5 ETF’s are ranked and chosen using J2’s volatility adjusted relative strength methodology. Cash in each model can reach 100% in declining markets. Can short up to 50% of portfolio. Maximum Equity = 100%
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J2 Risk Controlled Investment - Growth

Management Style: Tactical


Investment Category: Tactical Allocation


A Tactical ETF strategy that analyzes over 20 Broad based equity index and fixed income ETF’s. J2 uses an overall Market indicator (RCI Indicator) that attempts to identify bull/bear markets and provides guidance on when to add/subtract equity exposure.Each month the top 5 ETF’s are ranked and chosen using J2’s volatility adjusted relative strength methodology. Cash in each model can reach 100% in declining markets. No shorting. Up to 85% Equity with remaining in Fixed Income.
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J2 Sector Rotation

Management Style: Tactical


Investment Category: Tactical Allocation


A Tactical ETF strategy that analyzes over 19 Rydex and ProFunds Sector ETF’s. Each month the universe is ranked using J2’s Risk-Adjusted Relative Strength methodology and The top 3-5 ETF’s are chosen. Cash can reach 100% in declining markets.
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J2 Tactical Income

Management Style: Tactical


Investment Category: Tactical Allocation


The Tactical Income strategy seeks to invest in a basket of both fixed income and income producing securities using our risk-adjusted relative strength approach. This strategy can be used as a tax strategy for clients to house taxable bonds in a deferred account.

At least 2/3rds of the portfolio will be invested in the highest ranking Fixed Income bond fund from Pimco High Yield / Nationwide Bond Index/ Gugenheim Floating Rate / Money Market choices. The rest of the portfolio will look at other income producing securities and insert when the fund is ranked higher than cash also known as absolute momentum. Selections are chosen from Rydex Utilities / Invesco Global Real Estate / Oppenheimer Capital Income / Invesco Equity Income fund.
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Lunt Capital 7Twelve Conservative

Management Style: Strategic


Investment Category: Conservative Allocation


The Lunt Capital 7Twelve Conservative strategy is a conservative, diversified, strategic allocation across 7 broad asset classes and 12 underlying positions. Using the framework created by Dr. Craig Israelsen, the strategy over-weights the fixed income components and under-weights the equity/real asset components.
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Lunt Capital 7Twelve Moderate

Management Style: Strategic


Investment Category: Moderate Allocation


The Lunt Capital 7Twelve Moderate strategy is a moderate, diversified, strategic allocation across 7 broad asset classes and 12 underlying positions. Using the framework created by Dr. Craig Israelsen, the strategy equally weights all 12 components, including: U.S. equity, non-U.S. equity, real estate, resources, U.S. fixed income, non-U.S. fixed income and cash.
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Lunt Capital 7Twelve Moderately Aggressive

Management Style: Strategic


Investment Category: Aggressive Allocation


The Lunt Capital 7Twelve Moderately Aggressive strategy is a moderately aggressive, diversified, strategic allocation across 7 broad asset classes and 12 underlying positions. Using the 7Twelve framework created by Dr. Craig Israelsen, the strategy under-weights the fixed income components and over-weights the equity/real asset components.
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Lunt Capital Dynamic Aggressive

Management Style: Tactical


Investment Category: Aggressive Allocation


The Lunt Capital Dynamic Aggressive strategy is an aggressive, multi-asset, tactically managed strategy designed to take advantage of return disparities among asset classes. Using proprietary, rules-based models, the strategy rotates and tilts among "growth" asset classes including 1) U.S. equity (large, mid, small), 2) non-U.S. equity (int'l developed, emerging markets), and 3) alternatives (global REITs, natural resources, commodities).
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Lunt Capital Dynamic Conservative

Management Style: Tactical


Investment Category: Conservative Allocation


The Lunt Capital Dynamic Conservative strategy is a conservative, multi-asset, tactically managed strategy designed for defense and risk reduction in volatile markets. Using proprietary, rules-based models, the strategy rotates between defensive allocations (including cash and cash-like instruments) and diversified allocations that include global equity, real assets, and global fixed income.
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Lunt Capital Dynamic Moderate

Management Style: Tactical


Investment Category: Moderate Allocation


The Lunt Capital Dynamic Moderate strategy is a moderate, multi-asset, tactically managed strategy designed to take advantage of return disparities among sub-asset classes. Using proprietary, rules-based models, the strategy rotates between diversified, sub-asset classes and defensive positions. It also tilts toward trending, growth opportunities.
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Lunt Capital Global Sectors

Management Style: Tactical


Investment Category: Tactical Allocation


The Lunt Capital Global Sectors strategy is an equity-only, tactically managed strategy designed to take advantage of return disparities among equity sectors. Using proprietary, rules-based models, the strategy rotates between equity sectors and may also exhibit a more defensive stance by rotating to cash or cash-like positions.
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Lunt Capital Tactical 7Twelve

Management Style: Tactical


Investment Category: Moderate Allocation


The Lunt Capital Tactical 7Twelve strategy is a moderate, diversified, tactical allocation across 7 broad asset classes and 12 underlying positions. Using the framework created by Dr. Craig Israelsen, the strategy adds the ability to rotate within the sub-asset classes of each underlying positions.
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Alpha II Long / Short Equity

Management Style: Tactical


Investment Category: Trading--Leveraged Equity


Millcreek's Alpha II Long / Short Equity strategy takes selective exposure to securities tracking 2x the Nasdaq 100 index or a cash/money market positions. The strategy exhibits mean-reversion tendencies and uses historical pricing patterns and relationships in deciding when to take long, short and cash positions. The strategy is in cash a majority of the time.
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Tactical Equity / Treasuries

Management Style: Tactical


Investment Category: Trading--Miscellaneous


Millcreek's Tactical Equity / Treasuries takes selective exposure to securities tracking 2x the S&P 500 index, the 30 year treasury or a cash/money market positions. The strategy exhibits mean-reversion tendencies and uses historical pricing patterns and relationships in deciding when to take long and cash positions. The strategy is in cash a majority of the time.
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Tactical Treasuries

Management Style: Tactical


Investment Category: Long-Term Bond


Millcreek's Tactical Treasuries strategy takes selective exposure to securities tracking 1.25x the U.S. 30 year treasury and cash/money market positions. The strategy exhibits mean-reversion tendencies and uses historical pricing patterns and relationships in deciding when to take long or cash positions. The strategy is in cash a majority of the time.
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All Seasons

Management Style: Tactical


Investment Category: Tactical Allocation


The strength of the All Seasons Program lies in our proprietary research showing markets have patterns that have historically tended to repeat themselves throughout a market cycle. All Seasons categorizes the current stage of the market cycle into one of four phases: Overbought, Stable, Unstable, and Oversold. All Seasons relies on historical data from the past 10+ years (past performance is not indicative of future results) that identifies which asset classes tend to perform best depending on the current market phase. All Seasons seeks to invest in historically favorable market segments in proportions reflective of current market conditions as defined by these phases. These phases can change daily (for non-trending market periods) or can generally last for weeks (for strongly trending market periods).
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Equity Alternative

Management Style: Tactical


Investment Category: Tactical Allocation


The Equity Alternative program employs U.S. government bond long and inverse mutual funds in an actively managed, tactical approach. Assets are allocated up to 100% to the inverse, long, or money market fund, according to the program’s model which is based on a combination of technical and fundamental analysis. Equity Alternative incorporates a risk management overlay that is designed to deliver lower market exposure during periods of high volatility in the Treasury bond market. The Equity Alternative program employs U.S. government bond long and inverse mutual funds in an actively managed, tactical approach. Assets are allocated up to 100% to the inverse, long, or money market fund, according to the program’s model which is based on a combination of technical and fundamental analysis. Equity Alternative incorporates a risk management overlay that is designed to deliver lower market exposure during periods of high volatility in the Treasury bond market.
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Inflexion Points

Management Style: Tactical


Investment Category: Tactical Allocation


The Inflexion Points Program is based on a trend following model. The model uses technical indicators, applied mathematics, and pattern recognition algorithms to determine if, and when, the market is changing direction from up-to-down and/or from down-to-up (mathematically, an inflection point). It then uses artificial intelligence algorithms to ascertain if the market is indeed forming into an sustainable, new intermediate-term trend. In addition, the model has self learning, self correcting algorithms that attempt to limit drawdowns. Inflexion Points employs equity index mutual funds/sub-accounts. Up to 100% of an account’s assets may be committed to either long, inverse, or money market positions on any given day.
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Quantitative Income

Management Style: Tactical


Investment Category: Intermediate-Term Bond


The Quantitative Income Program seeks to provide conservative growth using primarily fixed-income investments. Quantitative Income attempts to mitigate risk by trying to capture intermediate time-frame movements in U.S. government bonds in both rising and falling markets.
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Sector Focus

Management Style: Tactical


Investment Category: Long/Short Equity


Sector Focus provides long and inverse exposure to a broad range of asset classes. Holdings can include U.S. market sectors, broad based U.S. and international indices, fixed-income, and commodities.
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Tactical High Yield

Management Style: Tactical


Investment Category: Tactical Allocation


The Tactical High Yield program seeks to use a combination of high yield bond mutual funds and Government bond funds (long and inverse) to achieve above-average total return through a combination of relatively high dividend income and short-term capital gains. It is actively managed, using a tactical approach. This approach tries to keep invested assets in high yield bond funds when market conditions are deemed favorable for this sector of the bond market. When high yield funds are out of favor, invested assets are positioned in money markets and a Government bond fund. No more than 50% of invested assets are invested in a Government bond fund at any given time.
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Bull Bear

Management Style: Tactical


Investment Category: Trading--Leveraged Equity


This strategy is designed to provide moderate to aggressive growth while participating in U.S. markets both on the long (buy) side and short (inverse) side, and to limit portfolio volatility and risk of extensive loss. This strategy holds cash the majority of the time while waiting for the optimum opportunity to invest either on the long or short side. When Bull Bear does invest on the long side, it will buy a 150% leveraged S&P 500 index fund. The decision to move into the S&P 500-index fund is made by Potomac’s Investment Committee upon review of various technical market indicators, and only when they are strongest. If the market indicators used to make investment decisions turn strongly negative, Potomac’s Investment Committee may short the market through the use of an inverse fund.
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PWA Growth

Management Style: Tactical


Investment Category: Tactical Allocation


Seeks to provide capital appreciation utilizing an all sectors available methodolgy
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PWA Hedge

Management Style: Tactical


Investment Category: Aggressive Allocation


Portfolio invests in either Nasdaq 100 MF, Inverse Nasdasq 100 MF, US Government Long Bond or Cash
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PWA Income

Management Style: Tactical


Investment Category: Multisector Bond


Seeks to provide income and capital appreciation utilizing a limited sector exposure methodology.
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PWA Moderate Growth

Management Style: Tactical


Investment Category: Tactical Allocation


Seeks to provide capital appreciation utilizing a limited sector exposure methodolgy
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PTS Allocation Plus

Management Style: Strategic


Investment Category: Aggressive Growth


For the more aggressive investor. Stays fully invested in markets at all times seeking aggressive portfolio performance. In Bear markets Allocation Plus seeks to mitigate losses by using Gov't Bond funds and inverse funds to capitalize on declining market conditions.
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PTS Conservative Model

Management Style: Tactical


Investment Category: Conservative Allocation


This objective is most suitable for the needs of more conservative investors who place greater emphasis on current income with growth of principal as a secondary objective. The Conservative Model will allow no more than 40% to be invested in Domestic and International Equity funds, and no more than 70% in Bonds. Does have the capability to go to 100% Money Market fund.
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PTS Growth Model

Management Style: Tactical


Investment Category: Growth


This objective is most suitable for the needs of growth investors who are willing to accept greater risk in search of larger returns. The Growth Model will allow up to 100% to be invested in, Domestic Equity, International/Global or Bonds. Does have the capability to go to 100% Money Market fund.
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PTS Moderate Model

Management Style: Tactical


Investment Category: Moderate Allocation


This objective is most suitable for the needs of clients desiring moderate growth of capital. The Moderate Model will allow no more than 60% to be invested in Domestic and International Equity funds, and no more than 80% in Bonds. Does have the capability to go to 100% Money Market fund.
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Cipher

Management Style: Tactical


Investment Category: Long/Short Equity


Cipher is a long/short/neutral program that invests primarily in Nasdaq 100 and S&P 500 Index Funds. Signals are generated on a daily basis and may be short-term in nature. While the strategy focuses on mean-reversion based set-ups, trend-following and breakout trades may also be utilized. Cipher is an absolute return program that seeks a positive rate of return over the course of a calendar year regardless of market conditions (there is no guarantee of achieving this objective). The strategy may be positioned heavily in money market funds for periods of time, waiting for high probability opportunities.
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Enhanced Allocation-Conservative

Management Style: Dynamic


Investment Category: Conservative Allocation


Enhanced Allocation follows a systematic approach that can be thought of as an asset allocation model with the ability to adapt to changing market conditions. The strategy embraces the concept of momentum investing which analyzes and ranks all securities available based on recent performance. The program invests in the highest ranked securities under the premise that they will continue to be strong performers for the next period. Enhanced Allocation improves upon a momentum investing approach by evaluating the general market conditions prior to investing or re-allocating a client’s account. During unfavorable market conditions the strategy will allocate 100% of an investor’s portfolio to bonds in an effort to preserve capital. During favorable market conditions the strategy ranks all available equity and bond funds based on recent performance using a proprietary momentum based algorithm. Client accounts are then re-allocated into the 6 top-ranked funds in accordance with the investor’s risk tolerance. Our research has shown that the program will be invested in the top-ranked funds approximately 75% of the time and invested entirely in bonds approximately 25% of the time.
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Enhanced Allocation-Growth

Management Style: Dynamic


Investment Category: Growth Allocation


Enhanced Allocation follows a systematic approach that can be thought of as an asset allocation model with the ability to adapt to changing market conditions. The strategy embraces the concept of momentum investing which analyzes and ranks all securities available based on recent performance. The program invests in the highest ranked securities under the premise that they will continue to be strong performers for the next period. Enhanced Allocation improves upon a momentum investing approach by evaluating the general market conditions prior to investing or re-allocating a client’s account. During unfavorable market conditions the strategy will allocate 100% of an investor’s portfolio to bonds in an effort to preserve capital. During favorable market conditions the strategy ranks all available equity and bond funds based on recent performance using a proprietary momentum based algorithm. Client accounts are then re-allocated into the 6 top-ranked funds in accordance with the investor’s risk tolerance. Our research has shown that the program will be invested in the top-ranked funds approximately 75% of the time and invested entirely in bonds approximately 25% of the time.
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Enhanced Allocation-Moderate

Management Style: Dynamic


Investment Category: Moderate Allocation


Enhanced Allocation follows a systematic approach that can be thought of as an asset allocation model with the ability to adapt to changing market conditions. The strategy embraces the concept of momentum investing which analyzes and ranks all securities available based on recent performance. The program invests in the highest ranked securities under the premise that they will continue to be strong performers for the next period. Enhanced Allocation improves upon a momentum investing approach by evaluating the general market conditions prior to investing or re-allocating a client’s account. During unfavorable market conditions the strategy will allocate 100% of an investor’s portfolio to bonds in an effort to preserve capital. During favorable market conditions the strategy ranks all available equity and bond funds based on recent performance using a proprietary momentum based algorithm. Client accounts are then re-allocated into the 6 top-ranked funds in accordance with the investor’s risk tolerance. Our research has shown that the program will be invested in the top-ranked funds approximately 75% of the time and invested entirely in bonds approximately 25% of the time.
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Sterling Tactical Rotation Strategy

Management Style: Tactical


Investment Category: World Allocation


The Sterling Tactical Rotation Strategy seeks to provide absolute returns during any market cycle or condition by employing an equally-weighted strategic model that rotates between U.S. Bonds, commodities, REITs, cash, as well as international and domestic equities.The majority of asset managers resemble their benchmark, but we believe outperformance is best achieved by rotating into market leaders. The strategy attempts to identify the asset classes experiencing long-term bull markets and to try to avoid those asset classes in extended bear markets. By using intermediate-term trend analysis and a tactical investment process, Sterling Tactical Rotation Strategy’s goal is to add alpha and seek a low R-Squared against applicable market indices. It also strives to mitigate market volatility by utilizing a go-to-cash risk management algorithm that allows for the rotation of up to 100% of assets into cash.
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Titan Aggressive Growth

Management Style: Tactical


Investment Category: Tactical Allocation


The Titan Aggressive Growth strategy seeks to generate above market returns with less downside volatility than the market. There are no fixed allocations to any asset class. The strategy can allocate up to 150% in global stocks stocks during up markets while moving 100% to cash and bonds during down markets.
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Titan Conservative Growth

Management Style: Tactical


Investment Category: Tactical Allocation


The Titan Conservative Growth strategy is designed to generate growth and income. It seeks to deliver higher returns with less downside volatility than a 40/60 Balanced Index of stocks and bonds. The strategy can allocate up to 55% to global stocks, 15% to alternative asset classes. and 30% to bonds during up market while moving 100% to bonds and cash during down markets.
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Titan Growth

Management Style: Tactical


Investment Category: Tactical Allocation


The Titan Growth strategy seeks to generate above market risk-adjusted returns with less downside volatility than the market. There are no fixed allocations to any asset class. The strategy can allocate up to 90% to global stocks and 10% to alternative asset classes during up markets while moving 100% to bonds and cash during down markets.
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Titan Moderate Growth

Management Style: Tactical


Investment Category: Tactical Allocation


The Titan Moderate Growth strategy is designed to generate growth with some income. It seeks to deliver higher returns with less downside volatility than a 60/40 Balanced Index of stocks and bonds. There are no fixed allocations to any asset class. The strategy can allocate up to 70% in global stocks , 15% to alternative asset classes, and 15% to bonds during up markets while moving 100% to bonds and cash during down markets.
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TTM Growth

Management Style: Tactical


Investment Category: Aggressive Allocation


Tactical US Equity
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TTM Moderate

Management Style: Tactical


Investment Category: Moderate Allocation


Tactical US Equity and Fixed Income
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Advisor Authorization Agreement

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