Investment Strategies
We focus on the bookends of the risk spectrum and offer three distinct strategies:
- Marco Absolute Return (MAR)
- Focused Equity Portfolio (FEP)
- Conscious Trend Strategy (CTS)
MAR is a tactical asset allocation strategy focused on preservation and growth. The MAR portfolio is built with the intent that investors will avoid large downturns in bear markets and provide risk adjusted growth in bull markets. MAR will usually include positions across a diverse range of asset classes and utilize hedging strategies to limit market risk.
FEP is a tactical equity strategy with a goal of beating its benchmark index on both the upside and downside. FEP will invest in only equity related investments and is primarily for investors looking to maximize return.
CTS is a technical trend following strategy built upon our proprietary Conscious Trend Indicator. It invests across a diverse range of asset classes, using Exchange Traded Funds (ETFs) instead of individual securities. CTS includes hedging strategies in attempts to make a positive return in both bull and bear markets.
We can create hybrid portfolios for investors utilizing all three strategies above. We can also create portfolios related to MAR, FEP, and CTS that follow specific mandate considerations.