About Us
Blog
Like A Rocket Ship!
Why we got back in the market Roman Chuyan, CFA 11/9/2020 Note: this report was. Read more...
It Might Get Interesting (Pre-Election)
Market volatility increased in September and might continue into the election. Our equity model’s 6m. Read more...
The Fed Wants Inflation
Implications for Bonds, Stocks, and Gold By: Roman Chuyan, CFA The Fed has shifted to. Read more...
Dangerously Overconfident
It’s one of the most expensive markets of all time, while the economy is one. Read more...
The “Immense” Recession?
Roman Chuyan, CFA April 15, 2020 In four weeks, 13.4% of the entire US labor. Read more...
Investment Philosophy
We believe…
Our investment philosophy
- Focusing on asset allocation – the primary source of risk and return relative to market index
- Systematic, model-driven investment process – asset class allocations are determined based on our model’s return forecasts
- Managing downside risk – portfolios include tactical component designed to reduce the risk of significant downside
Our unique approach…
Our forward-looking approach to asset allocation
- We allocate to asset class(es) with the best expected risk/return combination, primarily by investing in liquid, low-cost index ETFs.
- Allocations are determined based on mid-term expected returns (for strategic) and short-term return forecasts (for tactical allocations). Over 20 fundamental factors are utilized in the models.
- This systematic, model-driven tactical investment process minimizes subjectivity
Results in…
Investment performance is direct result of how successful our forecasting is. Learn more about our investment strategies.