Overview
Conservative
 - Fixed Income
 - CFP15(h)
 - Persistent Allocation
Active
Performance

Persistent Allocation Strategy

The Persistent Allocation Strategy's objective is to provide a consistent annual return focusing on achieving superior risk/reward ratios. The Persistent Allocation Model combines both traditional and alternative strategies whose allocations are mixed with non correlated assets and hedging strategies to reduce market volatility.

The strategy consists of an allocation model and an overlay hedge strategy when the market dictates this.

The allocation component utilizes various asset classes including both long and short positions.

The hedge strategy focuses on reducing portfolio volatility and protecting the overall strategy during market volatility. Proprietary technical analysis is used to determine the overall direction of the market.

This strategy is therefore ideal for moderate risk investors, who wish to avoid large draw downs.

The Persistent Allocation Strategy does not utilize direct leverage, however, the Persistent Allocation Strategy uses leverage indirectly, as some of the ETFs or mutual funds components are leveraged.

The recommended minimum for the Persistent Allocation Strategy is $50,000.

The Persistent Allocation is available only through our Money Management services. Click on the respective links for: Performance, Fees and Disclosure Statement.