3rd Party Managers
Below is a list of our current 3rd party managers You will notice there are NO names or contact info associated with the managers We are not withholding this information, but we do need to track advisors who express an interest. Therefore, to learn more about the one(s) you find the most interesting click on the appropriate buttons below.
Manager #1
Tactical, passive, and strategic
This manager has on our TAMP Many different strategies to choose from.
Several are incorporated into our multi-manager portfolios.
The “focused” strategies are designed with the idea that the overall market doe goes up over time, much of the growth of the market is driven by only a handful of stocks.
Tactical Focused Growth typically invests in 5-20 stocks. If you would like to watch a recorded webinar where this manager explains how he narrows down from the world of 6,000 stock spread over 40 sectors, click here.
FIVE-100%Tactical Strategies-to watch a recorded webinar where this manager goes over his tactical strategies, click here.
We do recommend you invest the time to watch some of these webinar so you can get to know some of our 3rd party managers.
Strategies
- Focused Growth
- Dividend Growth
- Focused Value
- Focused Real Estate
- Focused Blend
- Focused Metals
- Faith Based
- ESG
- Tactical Bond
- Tactical Conservative
- Tactical Moderate/Conservative
- Tactical Moderate
- Tactical Moderate Aggressive
- Tactical Aggressive
Manager #2
Long/Short Strategy
This strategy is a purely mechanical, algorithmic, trading system based on quantitative analysis, in which no discretion is involved. The composite is comprised of numerous long and intermediate-term market timing systems (filters) and quantitative short-term trading systems (triggers) that are integrated into one composite decision-making system for generating buy, sell to cash, and shorting (inverse) signals. The strategy applies the Signals using a 1.5 x leveraged S&P 500 index for long positions and a 1 x inverse fund for its shorting position. This is a very alpha driven strategy that attempts to capture gains in up and down markets.
High Yield Rotating Bond Strategy
This strategy uses the same algorithm as the long/short strategy. It trades in a few different High Yield Bond mutual funds and goes to cash when the algorithm indicates it’s time to get out. When the economy is doing well, HY bond funds trend gradually and slowly upwards with little volatility. These funds also trend down smoothly making it easier to avoid large drawdowns and whipsaws. This strategy is nice alternative to traditional bond funds.
Manager #3
Multiple-Strategy Signal Provider
There are a few firms in the industry that are strictly signal providers. These firms don’t manage money and simply design and manage strategies.
Signal provides don’t have billing/trading/reporting services. But, through our TAMP, advisors who don’t do their own trading now have access.
We think advisors will find the variety of strategies intriguing and useful (especially to ones who want to create and manager their own multi-strategy portfolios).
Strategies
- ETF Syle Box Rotation
- Sector Fund Allocation
- Aggressive Faith Based
- All-Assets Risk On/Risk Off Rotation Model
- All Cap Share Buyback Model
- Monthly Long / Short
- Greatest Hits
- Income Fund
- Several other not listed here
Manager #4
Low Volatility SQD
This Low Volatility Strategy will trade the S&P 500, Dow Jones, NASDAQ 100 Index, Industrial Average . Allocations to each index will be equally weighted and the manager will use proprietary technology to de-risk the portfolio and overweight the best performing index in real time. As the portfolio rotates towards risk-off, only then will the strategy begin to raise cash. The strategic asset allocation of this strategy is 100/0 (Equity/Fixed income)
Manager #5
100% Tactical/Dual Directional 1x, 2x, 3x Manager
This strategy is built to generate returns in up or down markets.
-Depending on the strategy, this manager uses a 50/50 split of the 1x, 2x, or 3x SPY index and the 1x, 2x, or 3x Nasdaq 100 index.
-It’s also dual-directional. When signals indicate a downward trend, the manager can use a 1x, 2x, or 3x inverse index to capture returns to the downside.
-This strategy can sit in high-yielding money markets when signals indicate.
While this is not a low-risk strategy, when using it in moderation it can bring significant Alpha to an otherwise risk hedge portfolio.