Tactical Defensive

 Portfolio Characteristics: 

This strategy employs a mostly hedged portfolio with slight tilts in portfolio weightings depending on the trend of each respective market. Individual holdings are analyzed at regular intervals and adjusted depending on volatility and correlation.

 Objectives: 

The Tactical Defensive Strategy is designed for the client not yet in need of consistent distributions but seeking a heavy emphasis on protection of capital. A typical portfolio will include fixed income investments and large-cap, dividend-paying equities.