The Tactical Tilt portfolios are an adaptive suite of risk management solutions for our clients, each with the primary objective of pivoting between wealth accumulation strategies (i.e. defense), in a timely fashion. The methodology used is rules-based, and designed to follow the strongest sector & asset class trends within a broad array of investment options. Team PWM employs its relative strength based ranking process for each major asset class (including cash), and each major investment sector within them. The rankings are then used to construct and manage multi-asset class portfolios, "tilting" toward the strongest of asset classes, but doing so within the guidelines of basis strategic investment boundaries. In this manner the "Tactical Tilt"methodology can help to capture powerful investment trends, yet mitigate the impact of a bear market in stocks, or rising trend in interest rates, along the way.
The information found on this description page has been prepared without regard to any particular investor’s investment objectives, financial situation, and needs. Accordingly, investors should not act on any recommendation (express or implied) or information in this report without obtaining specific advice from their financial advisors and should not rely on information herein as the primary basis for their investment decisions. Neither the information nor any opinion expressed shall constitute an offer to sell or a solicitation or an offer to buy any securities or commodities mentioned herein. This document does not purport to be a complete description of the securities, commodities, market, strategy or developments to which reference is made.