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INVESTMENT STRATEGIES

Our first focus is on risk.

We know investors care deeply about protecting the capital they have worked hard to accumulate.

And as investors approach and enter retirement, managing “sequence risk” becomes even more important.

We seek to improve risk-adjusted returns by prioritizing downside risk (“drawdown”) management.


Tactical Asset Allocation: Opportunistically adapt and rotate portfolio exposures away from areas of perceived weakness.

Trend Equity // Sector Series

Seeks to capture a significant portion of broadly diversified equity market growth over a full market cycle while reducing the impact of severe and prolonged market declines.  Available in U.S. large-cap, U.S. small-cap, and Global large-cap variations.

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Trend Equity // Factor Series

Seeks to capture a significant portion of broadly diversified equity market growth over a full market cycle while reducing the impact of severe and prolonged market declines.

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Multi-Asset // Multi-Asset Income

Seeks to provide access to both traditional (e.g. global Treasuries, dividend stocks, and corporate bonds) and non-traditional (e.g. high yield bonds, REITs, MLPs, bank loans, preferreds, and EM debt) income-based asset classes within a disciplined risk management framework that seeks to avoid significant drawdowns.

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Fixed Income // Target Yield

A suite of globally diversified bond portfolios; each portfolio seeks to deliver a consistent yield profile in excess of the 1-year U.S. Treasury rate with minimal capital volatility.

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Asset Allocation

A globally diversified suite of strategically allocated investment portfolios available in a spectrum of risk profiles.

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Custom Index Solutions

Custom tailored investment solutions built with the research and insights of Newfound Research.

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