SMART Portfolios are Dynamic & Efficient


Aims to increase equity exposure in up markets

Aims to reduce equity exposure in down markets

Requires minimal trading

Trade on the custody platform of your choice


Choose your Desired Strategic Manager

Combined with Opportunistic & Tactical Components

SMART Portfolios are designed to adapt to changing markets, to help meet client investment goals

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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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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:

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