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Tactical Allocation

Tactical Allocation   An active investment strategy that may adjust your overall portfolio asset mix based on new information and discernible trends in the global markets.  We believe in the use of relative strength analysis (the strength of a security in relation to its sector or the overall market) to aid us in owning what we believe are the strongest asset classes and sectors. We are not constrained by benchmark sector weightings. Our strategy should not be construed as market timing, rather, we believe in taking a more defensive position when our indicators tell us to do so.

Strategic & Alternative Allocation Tactical Allocation
Fixed Income Strategy
 

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