Investment Strategies
Strategies to Help You Live Well
Download Advance & Defend 2.0 Models
INVESTMENT STRATEGY COMPARISON
TACTICAL |
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Investment Horizon: Short/Intermediate-Term (1-3 yrs) |
Focusing on Downside Protection Utilizing Tactical & Technical Management - Tactical management with a technical overlay - Seeks to participate in market advances, but primarily pursues downside protection - Emphasis on low-cost investment vehicles - Due to more frequent trading, investors should consider tax consequences of strategy |
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Investment Horizon: Intermediate-Term (2-4 yrs) |
Focusing on the Cyclicality of the Markets - Focuses on short/intermediate term, rather than long-term, market trends - Level of risk determined by client risk profile and time horizon - Flexibility to increase or decrease market exposure in response to changing conditions - Emphasis on minimizing overall portfolio costs - Tax-Aware models also available |
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Investment Horizon: Intermediate/Long-Term (5-7 yrs) |
Focusing on the Intersection of Yield and Value - Focuses on income producing investments at a reasonable value - Flexibility to increase or decrease market exposure in response to changing conditions - Utilizing mostly low-cost vehicles with tactical active managers in areas where value could be added |
STRATEGIC |
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Investment Horizon: Intermediate/Long Term (4-7 yrs) |
A Low-Cost Asset Allocation for Long-Term Investors - Low-cost asset allocation - Level of risk determined by client risk profile - Buy & Hold strategy with annual rebalancing of asset allocation which seek to align account risk profile - Tax-Aware models also available |
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Investment Horizon: Intermediate/Long Term (5-7 yrs) |
Aligning Personal Values with Financial Goals - Allocation built on foundation that Environmental, Social, and Governance (ESG) factors play an important role in determining the sustainability of a company - Level of risk determined by client risk profile - Buy & Hold strategy with annual rebalancing of asset allocation to align account risk profile |
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Investment Horizon: Long-Term (7+ yrs) |
Focusing on Value Themes Across Global Markets - Long time horizon strives to give opportunity to increase risk appetite - Equity exposure is static, but opportunities in various markets can be exploited over time - Emphasis on long-term total return by focusing on markets long-term value as opposed to short-term volatility |
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Investment Horizon: Intermediate/Long-Term (5-7 yrs) |
Taking Advantage of Low Correlation to Dampen Overall Volatility - Seeks investments with low correlations to stocks, bonds, and one another - Low correlation can potentially offer risk and return benefits over long cycles - Pairing Alternative with other KWB strategies may dampen overall portfolio volatility |
All investing involves risk, including loss of principal. No strategy, including asset allocation or diversification, assures success or protects against loss.
