Lower Your Investment Risk
Improve Your Returns

Our Investment Strategies Thrive On Minimizing Risk

We spend more time growing your portfolio by minimizing the time spent filling in holes. Each decline must be fully recovered before your 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 investment 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 passive index funds.

Our unique approach to Tactical Asset Allocation offers a much better way.

  • Our Market Conditions Model identifies market conditions as "Favorable", "Balanced", or "Hostile". The market condition is used to select one of three baskets of low-cost, passive Exchange Traded Funds (ETFs) which are most likely to lower risk and improve returns.
  • Our Tactical Model then uses the selected basket to apply sophisticated momentum and risk management techniques which are used to select those funds most likely to lower risk and improve returns. Portfolios are rebalanced monthly in a process which provides the ideal combination of active management using passive funds.

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

TAAStrategies thrive across a broad range of economic conditions.

Compares performance of the Tactical Adaptive Strategies to the S&P 500 and Vanguard Balanced Index Fund

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 improve returns by continuously selecting the best performing funds and discarding the worst.

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.

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?

If I get out, when and how do I get back in?

The TAAStrategies 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 Strategy, and how to use them to protect your assets.

Brief Strategies Commentary

Receive a summarized explanation for each of three 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 Subscription 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

Allocate your investment across one, two, or all three strategies

Tactical Asset Allocation is for The Self Directed Investor Who

. . . knows and understands his/her risk tolerance

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

. . . expects focused interest in their results

Our Subscribers Remain in Control

Investments remain completely under the Subscriber's control.

Strategy portfolios are held in the Subscriber's own brokerage account.

Subscribers make the final decisions regarding ALL investments.

Lowering Risk and Improving Returns is Possible
With The TAAStrategies Subscription

Exceptional results are due entirely to the complementary strengths of our Market Conditions Model and Tactical Model with Adaptive Dynamic Momentum