how we do it: Allocation to Active Management Strategies

The following strategies are designed to address different investment objectives and levels of risk. By combining multiple strategies, investors may create a diversified allocation tailored to their individual goals, time horizon, and risk tolerance. We invite you to download a free copy of Global Investment Solutions’ Canary Indicator & Investment Guide, which explores how investors can identify early signals, understand where risk is emerging, and make more informed decisions about portfolio positioning.

High Yield Bond Strategy

Risk Profile: Income

The High Yield Bond Strategy invests in high-yield corporate or municipal bond funds when market trends are favorable. When trend indicators deteriorate and established support levels are broken, assets are moved to money market funds in an effort to reduce exposure and help preserve capital.

Canary High Yield Strategy

Risk Profile: Moderate-Risk Income

The Canary High Yield Strategy invests in high-yield corporate bond funds when market trends are favorable. When trend indicators weaken and established support levels are broken, assets are shifted into Treasury bond funds to establish a more defensive position.

Reversal Strategy

Risk Profile: Moderate-Risk Growth

The Reversal Strategy evaluates the investment environment using the Canary Indicator. During favorable market conditions, the strategy increases its exposure to equities. During unfavorable market conditions, it increases its exposure to Treasury bonds in an effort to reduce overall portfolio risk.

Turbo Reversal Strategy

Risk Profile: High-Risk Growth

The Turbo Reversal Strategy uses the same signals generated by the Reversal Strategy. However, its equity positions are more concentrated, creating the potential for higher returns as well as greater volatility and risk.

Stock Optimizer Strategy

Risk Profile: High-Risk Growth

The Stock Optimizer Strategy may invest in both long and short equity positions, allowing it to seek opportunities in rising as well as declining market environments. Short positions and concentrated equity exposure may involve additional investment risks.

PORTFOLIOS CHOICES

Combinations of Strategies to build a portfolio with targeted risk vs. return characteristics: To best utilize strategies developed by Global Investment Solutions, a managed portfolio comprised of a combination of the strategies is generally recommended. Portfolios may be designed with attention to both risk management and investment total returns to address a wide range of investor return to risk needs. Each portfolio has its own profile which can be illustrated with both hypothetical and actual data and in graphical formats.