Q: What markets do you cover?
A: MCM's tactical investment strategies are US-only. We utilize our proprietary forecasting model (the PAR Model™) for the S&P 500 index as the primary basis for top-level (risk-on/risk-off) asset allocation decisions. Our secondary factors/models cover the S&P 500 Value and S&P 500 Growth indexes. We have developed a forecasting model for Canada’s S&P/TSX 60 – this serves as cross-reference of our approach, but the model is not currently in use.
Q: How can an advisor/manager receive your return forecasts for U.S. equity market?
A: We issue our Tactical Strategies report which includes our PAR Model's™ return forecasts as well as considerable detail on the drivers of the current forecast. The report is complimentary to most advisor/manager clients (subject to minimum requirements). Please visit this page for more information on our tactical investment management services, email us for more information.
Q: What's the cost of your tactical asset management services?
A: The cost is determined based on the AUM, the particular SMA/UMA investment platform, and the level of service customization (if any). It is affordable for most RIAs/ advisors/ investment managers who would like to outsource the management of their Tactical allocations. Please email us for more information.
Q: We use internal trading/portfolio management. How can we implement your tactical investment strategies?
A: To RIAs/managers who would like to implement our tactical investment strategies themselves, we license our ETF-based model portfolios via our Signals service. Please visit this page for more information on our tactical investment management services, email us for more information.
Q: How can we use your results as an input into our overall tactical asset allocation process?
A: To asset allocators/managers who would like to use our results as one of the inputs into their process, we provide our Tactical Strategies via our Overlay service. Please visit this page for more information on our tactical management services, email us for more information.
Q: Do you manage individual investor accounts?
A: We do offer our services to professional family offices and registered investment advisors. We currently don’t offer them to individual investors. If you'd like to utilize our fundamental, forward-looking tactical management for your portfolio, ask your advisor if they are using Model Capital's tactical investment strategies.
Don’t see an answer to your question? Please send us an email!