Strategy of Asset Management
Our Global Tactical Asset Allocation (GTAA) portfolio is a “Top-Down” economic proactive approach keying on searching for stocks, bonds, and ETFs with momentum. When the market goes down we sell selected positions. We are active investment portfolio managers. We have target portfolios for different styles of investor and all seek high income streams which add stability in unpredictable markets. Stocks may consist of worldwide companies in energy, gold, silver, pharmaceuticals, consumer stocks, REITS (real estate) and ETF’s (exchange traded funds). Fixed income will consist of a myriad of taxable bonds and ETFs. Tax exempt bonds are used for high income investors The objective is to create a well diversified portfolio for stout income streams while maintaining a disciplined approach in seeking momentum equity investments.
TACTICAL MODERATE CONSERVATIVE
TACTICAL MODERATE BALANCED
TACTICAL MODERATE AGGRESSIVE
TOP TEN PORTFOLIO HOLDINGS
Percentage of positions change based on portfolio selection.
(as of May 29, 2013)
Johnson & Johnson
High Yield Corporate Bonds ETF
TACTICAL PORTFOLIO FEE SCHEDULE
(Blended Rate with Achieved Break Points )
Annual Fee Schedule – Minimum $250,000 Assets Under Management (AUM)
(Divide by 4 for quarterly cost) (Blended Rate or Flat Fee)
|Account Value AUM||Fee Percent||Account Value AUM||Fee Percent|
Investing in securities involves risk of loss that investors should be prepared to bear.