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The following chart says it all. It's a “passive 30-Stock Strategy that designed to outperform the SPY by achieving long-term capital gains with lower turnover and strategically harvesting short-term capital losses to maximize tax efficiencies.”
The drawdown of the S&P 500 was over 50% in 2009. The normal drawdown of the 30-stock strategy is 30%. The drawdown of the 30-stock strategy with the tactical overlay is only 13.91%.
and illustrate a 30-stock alpha driven
strategy with the tactical overlay.
What are you offering clients that is different/better than your competitors?
Most advisors offer some kind of buy/hold platform which brings little unique value to clients.
Offering clients Alpha driven passive strategies with a tactical overlay to protect from large drawdowns in the market not only will make a lot of sense to your clients, but it will instantly become your differentiator.