Lower Your Risk
Improve Your Returns

Our Strategies Thrive On Minimizing Risk

We spend more time growing the portfolio by minimizing the time spent filling in holes. Each decline must be fully recovered before the portfolio can return to growth. You will be hard pressed to find investment strategies with lower drawdowns over a full (Bull/Bear) market cycle.

Our Strategies Adapt To Favorable, Balanced, and Hostile Market Risk Conditions

We are more effective in maximizing returns by identifying and adapting to changing Market Risk Conditions. Each Market Risk Condition offers a unique opportunity to enhance returns based on the blend of equity, fixed income, and alternative asset classes. Again, you will be hard pressed to find investment strategies with more consistent returns over a full (Bull/Bear) market cycle.

Tactical Asset Allocation

is an active management strategy that dynamically adjusts a portfolio’s asset allocation to current market conditions with the objectives of minimizing the potential for large drawdowns and maximizing opportunities to improve returns. Tactical Asset Allocation employs a mechanical approach to selection of funds within a basket of low cost index funds.

The Financial Industry copes with Bull markets with "Buy" and Bear Markets with "Hold and Hope".

Our unique approach to Tactical Asset Allocation offers a much better way ... the Market Conditions Model identifies market conditions as "Favorable", "Balanced", or "Hostile" and selects the appropriate Global Strategy to lower risk and improve returns.

The result is an investment process which avoids large drawdowns while providing exceptional returns over a full (Bull/Bear) market cycle.

Tactical Asset Allocation Strategies: Global Strategy Performance with Benchmarks

Actively Managing Your Portfolio is Smart and Saves You Money

Intelligent Allocations

Market Conditions change: capitalizing upon cyclical rallies and declines optimizes total portfolio returns.

Controlled Selection

We continuously select the best performing funds and discard the worst to improve returns.

Lower Risk

Selling an asset that is declining is not timing the market, it is simply a way of managing risk.

Management Fees

Financial Advisors, Managed Programs, and Hedge Funds all charge annual fees based on the size of your investment portfolio.

BUT Active Management Comes With Its Own Set Of Challenges

Am I making the best decisions?

Am I missing out on great opportunities?

Am I holding too much or too little cash? equities? fixed income?

Which ideas and research can I trust?

Bull Market or Bear Market ahead?

The Tactical Asset Allocation Strategies Subscription
is the Self Directed Investor's Solution

Because it employs a tested, mechanical methodology to lower risk and improve returns.

What Can Subscribers Expect?

State of the Market Conditions Model

Find out if the market conditions are Favorable, Balanced, or Hostile, how it affected the Strategies, and how to use them to protect your assets.

Brief Strategies Commentary

Receive a summarized explanation of the strategies and how the market conditions during the prior month prompted the suggested changes.

Monthly Portfolio Rebalance

Receive detailed instructions to rebalance your portfolio for optimum performance under current Favorable, Balanced, or Hostile market conditions.

Focused Interest in Your Results

I subscribe to, and use these Strategies to manage a substantial portion of our personal investments.

What Does a Subcription Really Give You?

Greater safety and higher returns during corrections and bear markets

More opportunity to participate in positive market trends

Avoid risks and costs of discretionary management

Simplified, non-discretionary active management process

Tactical Asset Allocation is for The Self Directed Investor Who

. . . knows and understands their risk tolerance

. . .  seeks low-risk opportunities to participate in positive market trends

. . . expects focused interest in their results

A TAAS Subscriber Remains in Control

Investments remain completely under the Subscriber's control.

Strategies are held in the Subscriber's brokerage account.

Subscribers make the final decisions regarding ALL investments.

Lowering Risk and Improving Returns is Possible
With The TAAS Subscription

Would you like to learn more?