Technical-Based Asset Allocation

You also have the option to invest some or all of your portfolio using a more aggressive, technically-driven investment strategy. The strategy invests and trades primarily in major market exchange-traded funds and uses technical analysis and proprietary models for allocation. The strategy does not require a bias on economic fundamentals.

We hold both long and short positions, with an outlook that uses short–term analysis while taking into account the longer-term trend. By using multiple time frames, we can find opportunities while seeking to protect client portfolios from market volatility.