Welcome to Tactical ETF Strategies

In an investment environment in which the importance of controlling risk has never been more critical for 401(k) Plan Sponsors and Participants, the Tactical ETF Strategies provide a professional, actively managed approach in a series of tactically managed Collective Investment Funds (CIF's) for use within qualified retirement plans.

WHY TACTICAL

Tactical Asset Allocation is a dynamic investment management style that adjusts asset allocations in the portfolio to anticipate changing opportunity in various asset classes. This is distinguished from “rebalancing” a mechanical, passive process of bringing a portfolio back to their original allocations; the weakness of this approach is its failure to allow for new information. The Tactical ETF Strategies are available in three objective based portfolios.

WHY ETF'S

Exchange Traded Index Funds (ETF’s) are basket of stocks that track a specific index. They are listed on the U.S. stock market and can be traded throughout the day (real time) just like a stock. An ETF combines the best of both worlds: the flexibity, ease and liquidity of stock trading and the diversification benefits of traditional mutual funds all with cost efficiency. With their ease of trading and ability to capture entire market sectors, ETFs are revolutionizing Tactical Asset Allocation.

WHY CIF's

ETF's have been desired but inaccessible to the 401(k) marketplace until now due to their intraday trading and pricing. Collective Investment Funds (CIF's) have end of day pricing and internal accrual of dividends, thus allowing the Plan Provider and Plan Sponsor a single, NSCC-traded CUSIP for each Portfolio. By using these four Portfolios in four CIF's, we enable a Plan Provider and Plan Sponsor the opportunity to utilize a globally diversified portfolio of ETF's on behalf of their plan participants.

These Tactical Strategies are designed to uncover long term trends and is not intended as a short term trading model, although it is updated frequently.