A higher-risk approach designed to capitalize on sector rotations as well as global market trends.
Invests in concentrated stock funds and ETFs and may have substantial exposure to single country, sector, or industry-specific funds and ETFs with strong recent returns and potentially higher volatility.
A flexible approach to fixed income that targets opportunities for gains in the bond market. Seeks to mitigate risk by limiting exposure to more volatile areas of the bond market and through active management.
May have opportunistic exposure to bond funds and ETFs with various maturities, credit qualities and regional exposure. May own total-return funds.