Investment Strategies: Dynamic Tactical Asset Allocation Strategy™
Style Box: Tactical Asset Allocation Core
Alpha Fiduciary’s Dynamic Tactical Asset Allocation Strategy™ is built as a model within a separately managed account. We believe in today’s investment world transparency and liquidity are more important than ever. The benefits of tactical asset allocation are reduced downside capture or drawdown, thus producing larger upside total returns. What sets us apart from other asset allocators is that we are tactical and directional, employing a trend following approach. So if a negative trend is confirmed in a long asset class we won’t simply go to cash in that asset class, we may go short there, allowing us to remain opportunistic no matter the market conditions. This tactical and agile approach across 10 asset classes gives our clients what we like to call investing evolved. This dynamic yet efficient strategy is what we believe should be the new core of every portfolio.
Investment Culture
Our Investment Management Team has combined over 100 years of experience servicing high-net-worth and institutional clientele at top Fortune 500 financial institutions. Alpha Fiduciary fosters an entrepreneurial environment that nurtures teamwork, rewards success and energizes talent. Additionally, our investment team is compensated through plans that encourage them to act as owners, aligning their interest with those of our clients.
Client Service
Advisors are supported through the consultative, solutions-oriented approach of our institutional team, providing streamlined, responsive support for each of our institutional clients. We pride ourselves on giving our clients the highest level of relevant information and timely service making it our business to fully understand our client’s objectives. We support our clients with tactical economic updates across the asset class spectrum and other tactical economic commentary.