How can Tactical Management be a valuable addition to your Portfolio?

The concept of tactical asset management derives from the idea that combining trading algorithms that are historically well performing and lowly correlated can help reduce drawdown, increase annualized returns, and smooth out the investment ride for clients, creating a stronger risk adjusted return than your standard buy-and-hold portfolios, 60/40 stock/bond portfolios, or target date funds. Our platform allows us to do this with strategy minimums ranging from $500 - $5,000 and trading in strategies across all client accounts simultaneously. Please see the below whitepaper detailing empirical evidence for tactical asset management. 

Unified Quant Frontier White Paper:

Link:  The Unified Quant Frontier  -   White Paper by Dina Fliss

OnPointe, a risk analysis software, allows us to analyze risk adjusted return related to holdings of an existing portfolio, whether that be a 401(k), IRA, or non-qualified investment account. We can compare these holdings to a benchmark and a proposed Global View Capital Management portfolio. Below is our risk profile questionnaire and a secure file upload where you can upload both a recent statement and the completed risk profile questionnaire. Please provide 1 to 2 business days for processing. You will receive the completed analysis via the email address provided on the risk profile questionnaire. 

Risk Profile Questionnaire

Is realized investment growth in your non-qualified brokerage account creating a more than bargained for tax burden? Nationwide's Monument Advisor variable annuity allows for tax deferral now and a legacy planning opportunity that can last a beneficiaries lifetime. This is accomplished by moving non-qualifed "Post-Tax" investment dollars into a tax deferred Monument Advisor account where directly named beneficiaries can stretch distributions from the tax deferred growth over their lifetime upon inheritance.

Global View is able to run multiple tactical investment strategies through a single Monument Advisor account, allowing clients to have active tactical management of their investments just as they would in a standard non-qualified brokerage account.

Monument Advisor Product Guide

Monument Advisor Tax Deferral

Monument Advisor Consumer Legacy