Flagship

Actively managed ETF model portfolios that generally rebalance 4-6 times per year. Our Dynamic models are designed for enhanced adaptiveness to business cycle dynamics, macro signals, and changes to bottom-up fundamentals within sectors and styles. These models are available with a mix of equity and fixed income ETFs in an open architecture format and across a spectrum of risk tolerances.

Actively managed ETF model portfolios with a longer-term investment focus that generally rebalance 1-2 times per year. Our Strategic models are grounded in business cycle fundamentals and are designed to remain adaptive enough to benefit from the major cycle inflection points while also maintaining a longer-term focus to reduce turnover. These models have a mix of equity and fixed income ETFs in an open architecture format. Available across a spectrum of risk tolerances which seeks to consistently capture performance across a longer time-horizon.

Actively managed ETF model portfolios that generally rebalance 2-4 times per year. Our Tax-Aware models are designed to reduce turnover and allocate to national municipal ETFs to pursue tax-efficient returns. These models focus on tax management while still capturing the key signals from our adaptive business cycle-aware asset allocation approach. They are available with a mix of equity and national municipal ETFs in an open architecture format. Available across a spectrum of risk tolerances.

Actively managed ETF model portfolios that generally rebalance 4-6 times per year. These models employ an open-architecture approach to providing diversified multi-asset income exposure. Asset selection is based on criteria such as fees, yield, and growth potential, incorporating both active and passive strategies at a reasonable cost.