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SMART Portfolios are Dynamic

The tactical segment positions the portfolio to overweight equities in up markets while underweighting equities in down markets

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Strategic Manager options

Combined with Opportunistic & Tactical Components

Portfolios are optimally structured based on risk tolerance and loss threshold designed to meet specific client objectives.  Portfolios are designed to minimize the chances that the Portfolio will breach its drawdown threshold in bear markets:


Loss Threshold By Drawdown: