Specific InvestFlex™ Strategies can also be used as actively managed
core portfolio strategies seeking the most favorable investment opportunities
across world markets with low to moderate risk exposure.
InvestFlex™ Global Strategy:
Factsheet
PDF
Objective: Minimize portfolio risk without sacrificing long term performance by dynamically investing
in the most favorable global investment opportunities while reducing the risk of significant losses
during volatile market periods.
Seeks Opportunity across a broad range of diversified global assets including cash, fixed income,
domestic equity, international equity, real estate and commodities though direct investment in
low cost Exchange Traded Funds (ETF's).
Potential Benefits: Active risk management, low cost, low correlated and liquid alternative product to
traditional buy and hold or fixed asset allocation strategies and/or privately offered hedge funds.
InvestFlex™ Global Sector Strategy:
Factsheet
PDF
The Global Sector Strategy has the same objective
and potential benefits as the Global Strategy above
with one primary difference. The Global Sector
Strategy is more "granular" in its attempt to provide
maximum diversification by allocating funds to the
most favorable "global market sectors" through direct
investment in low cost ETF's.
InvestFlex™ World Strategy:
Factsheet
PDF
The World Strategy has the same objective and
potential benefits as the Global Strategy above with
one primary difference. The World Strategy seeks
opportunity across world markets with the addition of
Emerging Markets to the broad range of diversified
assets covered by the Global Strategy.
InvestFlex™ Permanent Dynamic Strategy:
Factsheet
PDF
Objective: Minimize portfolio risk without sacrificing long term performance by dynamically investing in the most favorable investment opportunities while reducing the risk of significant losses during volatile market periods.
Seeks Opportunity across a broad range of diversified assets including cash, U.S. fixed income, U.S. growth stocks, U.S. real estate, swiss franc and precious metals through direct investment in low cost Exchange Traded Funds (ETF's).
