Model Manager Exchange
Never Invest Alone

Below is a list of managers that make their investment models available to clients of investment advisors utilizing the Folio Institutional platform, as well as information regarding some of the specific strategies available from each manager. If you would like to license the use of the models available from one of the managers listed below, please contact the firm directly.

Firm Model Name Objective Name
4Thought Financial Group, Inc. 4Thought Fixed Income Plus Tax Neutral A diversified core bond allocation (100% bonds), with a primary component that uses laddered target date bond ETFs, and a secondary actively managed component of non-laddered bond ETFs (diversified by type, sector, maturity, and geography). more Jesse Mackey
4Thought Financial Group, Inc. 4Thought Global Opportunistic Accumulation An aggressive growth tactical allocation strategy that seeks low correlation with the equity and fixed income markets. Uses an opportunistic statistical probability algorithm(s). The asset allocation is 100% Unconstrained. more Jesse Mackey
4Thought Financial Group, Inc. 4Thought Global Opportunistic Distribution An income-focused tactical allocation strategy that seeks low correlation with the equity and fixed income markets. Uses an opportunistic statistical probability algorithm(s). The asset allocation is 100% Unconstrained. more Jesse Mackey
4Thought Financial Group, Inc. 4Thought Global Strategic Accumulation A growth portfolio that provides diversified strategic asset allocation exposures to stock, bond, and hard asset markets on a global basis. Asset allocation range is 60-100% Stock Markets/ 0-40% Diversifying Credit and Hard Asset Markets. more Jesse Mackey
4Thought Financial Group, Inc. 4Thought Global Strategic Distribution An income portfolio that provides diversified strategic asset allocation exposures to stock, bond, and hard asset markets on a global basis. Asset allocation range is 20-40% Bond and Credit Markets/ 40-80% Stock Markets/ 0-20% Hard Asset Markets. more Jesse Mackey
4Thought Financial Group, Inc. 4Thought Global Thematic Accumulation A growth-focused theme-driven concentrated stock portfolio. A very limited number of individual stocks and/or ETFs are managed using a multi-factor algorithm. The target asset allocation is 100% Stock/Equity/Hard Asset Markets. more Jesse Mackey
4Thought Financial Group, Inc. 4Thought Global Thematic Distribution An income-focused theme-driven concentrated stock portfolio. A very limited number of individual stocks and/or ETFs are managed using a multi-factor algorithm. The target asset allocation is 100% Stock/Equity/Hard Asset Markets. more Jesse Mackey
4Thought Financial Group, Inc. 4Thought Multi-Contingency Aggressive Multi-method investing for the aggressive investor. 25% laddered bond ETFs, with the remaining 75% in a strategic global stock (ETF) portfolio; an unconstrained tactical asset allocation portfolio; and a concentrated individual stock portfolio. more Jesse Mackey
4Thought Financial Group, Inc. 4Thought Multi-Contingency Conservative Multi-method investing for the conservative investor. 75% laddered bond ETFs, with the remaining 25% in a strategic global stock (ETF) portfolio; an unconstrained tactical asset allocation portfolio; and a concentrated individual stock portfolio. more Jesse Mackey
4Thought Financial Group, Inc. 4Thought Multi-Contingency Moderate Multi-method investing for the moderate investor. 50% laddered bond ETFs, with the remaining 50% in a strategic global stock (ETF) portfolio; an unconstrained tactical asset allocation portfolio; and a concentrated individual stock portfolio. more Jesse Mackey
4Thought Financial Group, Inc. 4Thought Opportunistic Systematic Investing A growth-focused tactical allocation strategy for systematic investors and others seeking low correlation with the equity and fixed income markets. Uses an opportunistic statistical probability algorithm(s). Asset allocation is 100% Unconstrained. more Jesse Mackey
4Thought Financial Group, Inc. 4Thought Thematic Systematic Investing A growth-focused theme-driven concentrated stock portfolio for systematic investors (and others). A limited number of individual stocks are managed using a multi-factor algorithm. The target asset allocation is 100% Stock/Equity/Hard Asset Markets. more Jesse Mackey
4Thought Financial Group, Inc. 4Thought Traditional Aggressive Allocation A traditional US-centric strategic asset allocation portfolio for the aggressive investor. 25% laddered bond ETFs, with 75% in a diversified US-centric stock allocation (ETFs), rebalanced on an ongoing basis. more Jesse Mackey
4Thought Financial Group, Inc. 4Thought Traditional Conservative Allocation A traditional US-centric strategic asset allocation portfolio for the conservative investor. 75% laddered bond ETFs, with 25% in a diversified US-centric stock allocation (ETFs), rebalanced on an ongoing basis. more Jesse Mackey
4Thought Financial Group, Inc. 4Thought Traditional Moderate Allocation A traditional US-centric strategic asset allocation portfolio for the moderate investor. 50% laddered bond ETFs, with 50% in a diversified US-centric stock allocation (ETFs), rebalanced on an ongoing basis. more Jesse Mackey
4Thought Financial Group, Inc. 4Thought Traditional Stock Allocation A traditional US-centric strategic asset allocation portfolio for the all-stock investor. 100% in a diversified US-centric stock allocation (ETFs), rebalanced on an ongoing basis, with an eye towards low turnover, low expenses, and tax efficiency. more Jesse Mackey
Ace Capital Ace Portfolio A tactical model that seeks to generate above market returns by investing in several ETFs, with buy and sell signals coming from multiple hedge fund-based methodologies. more Brian Royal
Advisor Partners, LLC High Quality Dividend Yield High Quality Dividend Yield creates a diversified portfolio of U.S. stocks offering better-than-average dividend yield and sustainable or growing dividend payouts. We favor companies with strong cash flow growth and avoid highly leveraged companies. more Katia Lukova, CFA
Advisor Partners, LLC Managed Asset Allocation Program The Managed Asset Allocation Program offers portfolios that are globally diversified across major asset classes. The Advisor Partners ETF selection process combines quantitative and qualitative criteria. We actively manage portfolio risk, providing ongoing analysis and monitoring. more Katia Lukova, CFA
AdvisorSharesADV ADV Balanced Alloc Asset allocation blend of equity (50%), fixed income (25%), and liquid alternatives (25%) to provide a turn-key blend of alpha and non-correlating returns for client portfolios. more Joseph Yoon
AdvisorSharesADV ADV Domestic Equity Alpha basket of actively managed domestic equity ETFs. Can be used as core domestic equity or as an alpha generating diversifier to a current domestic equity allocation. more Joseph Yoon
AdvisorSharesADV ADV Fixed Income Alpha basket of actively managed fixed income ETFs. Can be used as core fixed income or as an alpha generating diversifier to a current fixed income allocation. more Joseph Yoon
AdvisorSharesADV ADV Mod Cons Alloc Asset allocation blend of equity (40%), fixed income (30%), and liquid alternatives (30%) to provide a turn-key blend of alpha and non-correlating returns for client portfolios. more Joseph Yoon
AdvisorSharesADV ADV Int’l Equity Alpha basket of actively managed international equity ETFs. Can be used as core international equity or as an alpha generating diversifier to a current international equity allocation. more Joseph Yoon
AdvisorSharesADV ADV Mod Growth Alloc Asset allocation blend of equity (60%), fixed income (20%), and liquid alternatives (20%) to provide a turn-key blend of alpha and non-correlating returns for client portfolios. more Joseph Yoon
Alpha Investment Management Alpha Bonds Strategy A semi-tactical approach with some equity exposure during seasonally favorable periods in the fourth quarter of each year. Bond exposure is confined to intermediate and short-term maturities. more Jerry Minton
Alpha Investment Management Alpha Mid Cap Power Index Managed Account A tactical asset allocation strategy that seeks to exploit the sixty-year pattern of skewing market returns into what Alpha calls the annual seven month “power zone”. more Jerry Minton
Alpha Investment Management Alpha Seasonal Strategy A tactical asset allocation strategy that seeks to exploit three long-term seasonal forces influencing stock market returns. These seasonal forces are 1) the four-year presidential election cycle; 2) the annual “dead zone”; and 3) the strength of the fourth quarter “power periods”. more Jerry Minton
Alpha Investment Management The Formula A tactical asset allocation strategy that seeks to exploit two cyclical forces (annual forecasting cycle and the four-year presidential election cycle) that regularly affect the distribution of stock market returns. more Jerry Minton
AlphaClone Best Ideas Select Risk managed US equity alpha strategy for long term investors. Seeks to maximize growth potential in bull markets while managing risk/volatlity in bear markets. more Jadallah Maz
AlphaClone Technology Select Risk managed technology sector alpha strategy for long term investors. Seeks to maximize growth potential in bull markets while managing risk/volatility in bear markets. more Jadallah Maz
Altman Investment Management AIM LLC Large Cap Value A fully invested equity portfolio approach achieving consistent long term performance with below average risk. more Peter Altman
American Financial Planning, Inc. Traditional Values Index 400 The TVI 400 is a mid-cap BRI screened equal-weight index we benchmark against IJH. It contains 100 stocks. more Maynard Keller, CFP
American Financial Planning, Inc. Traditional Values Index 500 The TVI 500 is a large-cap BRI screened equal-weight index we benchmark against VFINX. It contains 89 stocks. more Maynard Keller, CFP
American Financial Planning, Inc. Traditional Values Index 600 The TVI 600 is a small-cap BRI screened equal-weight index we benchmark against IJR. It contains 99 stocks. more Maynard Keller, CFP
American Financial Planning, Inc. Traditional Values REIT Index The TVI REIT is a BRI screened equal-weight REIT index we benchmark against VGSIX. It contains 67 stocks. more Maynard Keller, CFP
American Financial Planning, Inc. Traditional Values Utilities Index The TVI Utilities is a BRI screened equal-weight index we benchmark against IDU. It contains 43 stocks. more Maynard Keller, CFP
American Values Investments, Inc. American Hero Equity To encourage, support and promote Life, Liberty and Happiness in America. more George Parks, CFP
American Values Investments, Inc. American Hero Index To encourage, support and promote Life, Liberty and Happiness in America. more George Parks, CFP
Amerigo Asset Management Corp. The Bullish Bull Exceed market returns with ETF Hedging more James Piot
Argus Investors’ Counsel, Inc. Argus Growth and Income Strategy seeks to outperform the S&P 500 using fundamental analysis. more James Tierney
Arteaga Investment Management Group, LLC AIMG Emerging Market Portfolio II At least 65% of the model invested in small, mid, and large cap stocks in developing countries. more Ivan Arteaga
Arteaga Investment Management Group, LLC AIMG Global Equity Dividend Harvest Portfolio II Seeks to provide current income with capital appreciation. Usually 70% in companies paying above average yields. more Ivan Arteaga
Artifex Financial Group AFG LC Core Global equity model comprised of core equity positions utilizing a growth at a reasonable price focus. more Doug Kinsey
Artifex Financial Group AFG EI Global equity model comprised of dividend paying stocks with above-average yields. more Doug Kinsey
Artifex Financial Group AFG Hedge Alternative investment model comprised of opportunistic equities, commodities and assets with lower correlations to the traditional equity and fixed income markets. more Doug Kinsey
Artifex Financial Group AFG DG Global equity model focusing on stocks with better than average dividend growth rates. more Doug Kinsey
Artifex Financial Group AFG C9 Artifex Financial Group’s 9 best cloud computing ideas. more Doug Kinsey
Ativo Capital Management LLC Ativo International ADR The model applies principles of discounted cash flow valuation to the universe of equities. more Ricardo Bekin
Avatar Associates 2010 Target Date Fund The Avatar Target Date 2010 Fund is designed for investors who plan to begin withdrawals of their accumulated assets. The portfolio has a conservative mandate. more Carlos Morales
Avatar Associates 2015 Target Date Fund The Avatar Target Date 2015 Fund is designed for investors who plan to begin withdrawals of their accumulated assets near the year 2015. The portfolio has a conservative mandate. more Carlos Morales
Avatar Associates 2020 Target Date Fund The Avatar Target Date 2020 Fund is designed for investors who plan to begin withdrawals of their accumulated assets near the year 2020. The portfolio has a moderately conservative mandate. more Carlos Morales
Avatar Associates 2025 Target Date Fund The Avatar Target Date 2025 Fund is designed for investors who plan to begin withdrawals of their accumulated assets near the year 2025. The portfolio has a moderate mandate. more Carlos Morales
Avatar Associates 2030 Target Date Fund The Avatar Target Date 2030 Fund is designed for investors who plan to begin withdrawals of their accumulated assets near the year 2030. The portfolio has a moderately aggressive mandate. more Carlos Morales
Avatar Associates 2035 Target Date Fund The Avatar Target Date 2035 Fund is designed for investors who plan to begin withdrawals of their accumulated assets near the year 2035. The portfolio has a moderately aggressive mandate. more Carlos Morales
Avatar Associates 2040 Target Date Fund The Avatar Target Date 2040 Fund is designed for investors who plan to begin withdrawals of their accumulated assets near the year 2040. The portfolio has an aggressive mandate. more Carlos Morales
Avatar Associates 2045 Target Date Fund The Avatar Target Date 2045 Fund is designed for investors who plan to begin withdrawals of their accumulated assets near the year 2045. The portfolio has an aggressive mandate. more Carlos Morales
Avatar Associates 2050 Target Date Fund The Avatar Target Date 2050 Fund is designed for investors who plan to begin withdrawals of their accumulated assets near the year 2050. The portfolio has an aggressive mandate. more Carlos Morales
Avatar Associates Aggressive ETF The Avatar Aggressive Exchange Traded Fund (“ETF”) Portfolio is designed for investors with a long amount of time until retirement and/or a high tolerance for risk. more Carlos Morales
Avatar Associates Capital Preservation ETF The Avatar Capital Preservation Exchange Traded Fund (“ETF”) Portfolio seeks to provide current income with limited capital appreciation. more Carlos Morales
Avatar Associates Conservative ETF The Avatar Conservative Exchange Traded Fund (“ETF”) Portfolio is a risk-averse investment strategy seeking to provide capital preservation. more Carlos Morales
Avatar Associates Conservative Growth ETF The Avatar Conservative Growth Exchange Traded Fund (“ETF”) Portfolio seeks to provide long-term capital appreciation. more Carlos Morales
Avatar Associates Fixed Income ETF The Avatar Fixed Income Exchange Traded Fund (“ETF”) Portfolio seeks to provide a modest positive return over time, through active fixed income and inflationary asset class management. more Carlos Morales
Avatar Associates Growth ETF The Avatar Growth Exchange Traded Fund (“ETF”) Portfolio seeks to provide capital appreciation with no expectations for current income. more Carlos Morales
Avatar Associates Moderate ETF The Avatar Moderate Exchange Traded Fund (“ETF”) Portfolio seeks to provide moderate capital appreciation with current income. more Carlos Morales
Avatar Associates Moderate Growth ETF The Avatar Moderate Growth Exchange Traded Fund (“ETF”) Portfolio seeks to provide capital appreciation with some to moderate current income. more Carlos Morales
Azzad Asset Management International Seeks to outperform MSCI All Country World Index (ACWI) (ex-U.S.) using SRI criteria. Investments consist primarily of large cap ADRs. more Joshua Brockwell
Azzad Asset Management Large Cap Growth Seeks to outperform the Russell 1000 Growth Index using SRI criteria. more Joshua Brockwell
Azzad Asset Management REITs Seeks to outperform the Dow Jones Wilshire REIT Index with a low debt portfolio. more Joshua Brockwell
Azzad Asset Management Small Cap Growth Seeks to outperform the Russell 2000 Growth Index using SRI criteria. more Joshua Brockwell
Azzad Asset Management Small Cap Value Seeks to outperform the Russell 2000 Value Index using SRI criteria. more Joshua Brockwell
Bayshore Financial Services, PLC Bank-On-It To identify US commercial banks that will realize above industry average net interest margin and net income based on their balance sheet construction, loan quality and risinig interest rates. more Hunter Padgett
Berkley Investment Advisors Long Term Value Maximize total returns over 3 year horizon. more Ray Meadows
California Investment Trust CIT Equity Income Portfolio The strategy’s investment objective is to achieve a high level of income and capital appreciation (when consistent with high income). more Stephen Rogers
Camelot Portfolios Core Income Stable Income. more Darren Munn
Camelot Portfolios Hard Asset-Cash Flow Stable Income Produced From Hard Assets. more Darren Munn
Camelot Portfolios Managed Energy Tax Efficient Energy Income. more Darren Munn
Camelot Portfolios Opportunities Income Rising and Stable Income. more Darren Munn
Camelot Portfolios Premium ETF Growth Total Return Using ETF and Closed End Funds. more Darren Munn
Camelot Portfolios Premium Fund Conservative Total Return with below market volatility. more Darren Munn
Camelot Portfolios Premium Fund Management Strong Total Return. more Darren Munn
Camelot Portfolios Premium Stock Conservative Strong total returns using 40-50 holdings. more Darren Munn
Camelot Portfolios Premium Stock Dividend Provide income stream through Stock dividends. more Darren Munn
Camelot Portfolios Premium Stock Growth Strong total returns using 20-30 holdings. more Darren Munn
Camelot Portfolios Premium Stock Moderate Strong total returns using 30-40 holdings. more Darren Munn
CMG Capital Management Group, Inc. Tactical Rotation Sector Rotation Long-term capital growth. more Andrew Elkin
CMG Capital Management Group, Inc. Opportunistic ETF Multi asset Long-term capital growth. more Andrew Elkin
Dauble+Worthington Equity Portfolios D+W Dynamic The objective of this portfolio is growth and downside protection. more John Worthington
Dickenson Bay Capital LLC Macro Yield Seeks to generate income and meet capital preservation objectives through a diversified portfolio of primarily yield-focused instruments (bonds and equities), as well as commodities and currencies. more Karim Mawji
Dickenson Bay Capital LLC Special Situations Long Seeks concentrated positions in mispriced securities that result from market dislocations, including restructurings, bankruptcy emergence, spinoffs, IPOs, mergers or acquisitions, and divestitures. more Karim Mawji
Dorsey, Wright & Associates Dorsey, Wright Tactical Allocation Model The objective of the fund is to capitalize on themes of outperformance between asset classes, including defensive areas, as well as seek opportunities within asset classes that are out performing. more Tammy DeRosier
Dunn Warren Investment Advisors Aggressive Long-term capital growth. more Michael Carr
Dunn Warren Investment Advisors Conservative Capital Appreciation and current income. The portfolio generally holds 55% in equities and 45% in bonds. These percentages may vay based on the economy. more Michael Carr
Dunn Warren Investment Advisors Equity Income The goal of the Equity Income is for current income. The portfolio seeks to provide above-average income by investing in 20 stocks that have dividend yields that exceed the stock market average. more Michael Carr
Dunn Warren Investment Advisors Growth Long-term capital growth. The portfolio generally holds 85% in equities and 15% in bonds. These percentages may vary based on the economy. more Michael Carr
Dunn Warren Investment Advisors Income Consisten growth with stability of principal. The portfolio generally holds a 30%/70% between equities and bonds but may vary based on the economy and the risk and reward in the market. more Michael Carr
Dunn Warren Investment Advisors Moderate Capital Appreciation and current income. The portfolio generally holds 70% in equities and 30% in bonds. These percentages may vary based on the economy. more Michael Carr
Eqis Capital Management Eqis Capital Wealth Management Solutions Advisors manage money with fewer headaches and grow their practices without increasing expenses using Eqis' tools and support. more William Nelson, Ph.D.
Equilibrium Investment Manangement EIM Core Alternative Preserve capital, return of 90 day T-Bills +5, non-correlation. more Alan Delcorse
Fairfax Global Markets LLC Fairfax Gold & Precious Metals Strategy Tactical, diversified, investment in stocks, ETFs, mutual funds & treasuries. Primarily invests in stocks & ETFs that invest in physical gold & precious metals, commodities & producers. more Paul Dietrich
Fairfax Global Markets LLC Fairfax Asia & Emerging Markets Strategy Tactical, diversified, investment in stocks, ETFs, mutual funds & treasuries. This tactical strategy primarily investing in stocks, ETFs & mutual funds in Asia & emerging markets. more Paul Dietrich
Fairfax Global Markets LLC Fairfax Global Trends Strategy Tactical, globally diversified, investment in stocks, ETFs, mutual funds, & treasuries. Asset allocation is 60% Global Developed Markets, 25% Asia & Emerging Markets and 15% Gold & Commodities. more Paul Dietrich
Fairfax Global Markets LLC Fairfax Gold, Energy & Commodities Strategy Tactical, diversified, investment in stocks, ETFs, mutual funds & treasuries. Primarily invests in stocks, ETFs and mutual funds in gold, oil, energy & commodities companies. more Paul Dietrich
Fairfax Global Markets LLC Fairfax Religious Conservative-Values Screened Growth Strategy Tactical, diversified, invests in stocks screened to avoid stocks that DO NOT support human life, or traditional family values or promote abortion, pornography, gambling, alcohol, and tobacco. more Paul Dietrich
Financial Trust Asset Management, Chartered American Disciplined Equity Core quantitative equity portfolio based on the stocks in the S&P 500 index. more Arno O. Mayer, CFA CFP
Financial Trust Asset Management, Chartered American Disciplined Mid Cap Core quantitative equity portfolio based on the stocks in the S&P 400 index. more Arno O. Mayer, CFA CFP
Financial Trust Asset Management, Chartered American Disciplined Small Cap Core quantitative equity portfolio based on the stocks in the S&P 600 index. more Arno O. Mayer, CFA CFP
Financial Trust Asset Management, Chartered American Leaders Index Proprietary index portfolio designed to track the S&P 100 index. more Arno O. Mayer, CFA CFP
Financial Trust Asset Management, Chartered Asia ValueMomentum Concentrated quantitatively constructed portfolio of value oriented Asian stocks. more Arno O. Mayer, CFA CFP
Financial Trust Asset Management, Chartered Disciplined Dividend Income Quantitatively constructed portfolio of dividend paying equities. more Arno O. Mayer, CFA CFP
Financial Trust Asset Management, Chartered Europe ValueMomentum Concentrated quantitatively constructed portfolio of value oriented European stocks. more Arno O. Mayer, CFA CFP
Financial Trust Asset Management, Chartered Flexible Income Core fixed income portfolio consisting of exchange traded funds (ETFs). more Arno O. Mayer, CFA CFP
Financial Trust Asset Management, Chartered Health Value Quantitatively constructed portfolio of health related equities. more Arno O. Mayer, CFA CFP
Financial Trust Asset Management, Chartered International Leaders Index Proprietary index portfolio designed to track the Morgan EAFE index. more Arno O. Mayer, CFA CFP
Financial Trust Asset Management, Chartered International ValueMomentum Quantitatively constructed portfolio of international value equities. more Arno O. Mayer, CFA CFP
Financial Trust Asset Management, Chartered Latin ValueMomentum Concentrated quantitatively constructed portfolio of value oriented Latin stocks. more Arno O. Mayer, CFA CFP
Financial Trust Asset Management, Chartered ValueMomentum Leaders Quantitatively constructed portfolio of value oriented equities. more Arno O. Mayer, CFA CFP
First Affirmative Financial Network LLC SRI Equity Income An actively managed SRI portfolio of 40–50 large and mid-cap domestic stocks, seeking to provide above-average dividend income. more Betsy M. Markus
First Affirmative Financial Network LLC SRI Large Cap Blend An actively managed SRI portfolio of 40–60 domestic stocks, most of which are in the large capitalization range, seeking to outperform the S&P 500 Index. more Betsy M. Markus
First Affirmative Financial Network LLC SRI Small Cap Blend An actively managed SRI portfolio of 40–60 domestic stocks, most of which are in the small capitalization range, seeking to outperform the Russell 2000 Index. more Betsy M. Markus
First Affirmative Financial Network LLC SRI Fixed Income This strategy typically consists of 10–12 taxable fixed income mutual funds. Its investment objectives are to provide a competitive level of current income and manage risk through diversification. more Betsy M. Markus
First Affirmative Financial Network LLC Green Tomorrow A specialized portfolio investing in 20–30 mutual funds, ETFs and ETNS of businesses and industries addressing climate change. This is a “fossil fuel free” portfolio. more Betsy M. Markus
First Affirmative Financial Network LLC Global Diversified Income This folio combines the holdings of Equity, Fixed and High Current Income folios, and consists of dividend-paying stocks, mutual funds and ETFs. more Betsy M. Markus
Forefront Advisory, LLC GES Global Core An ETF Low Vol. Global Managed Portfolio. more Dan Faucetta
Forefront Advisory, LLC GES Global Fixed Income ETF To preserve capital in a rising rate environment by investing in Fixed Income ETFs on a tactical and global basis. more Dan Faucetta
Forward Management, LLC Forward Large Cap Growth Forward Large Cap Growth Portfolio seeks to provide long-term capital appreciation by investing in larger, established companies located in the United States. more Brendon Schmitt
Forward Management, LLC Forward Small Cap Growth Forward Small Cap Growth Portfolio seeks to provide long-term capital appreciation by investing in companies with smaller market capitalizations located in the United States. more Brendon Schmitt
Forward Management, LLC Forward U.S. Dividend U.S. Dividend Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in larger, established companies located in the United States more Brendon Schmitt
Franklin Street Advisors, Inc. Equity Income Strategy seeks to invest in high quality blue-chip companies with established operations and a preference for high-yielding equities with minimal expected price erosion. Managed with a long-term investment horizon seeking to keep portfolio turnover and trading costs low. more Chuck Mahaffey, AIF
John Wallace, CFA
Franklin Street Advisors, Inc. Opportunistic Fixed Income A long-only unconstrained fixed income strategy that employs a diversified, multi-fund approach. The strategy is designed to exploit dislocations across the full range of global fixed income markets. more Chuck Mahaffey, AIF
John Wallace, CFA
Franklin Street Advisors, Inc. International Equity Constructed to place emphasis on protecting capital in down markets but still participate in up markets and provide strong risk-adjusted returns through a full market cycle. The allocation should exhibit lower volatility/beta and higher nominal/risk-adjusted returns than peer int’l portfolios. more Chuck Mahaffey, AIF
John Wallace, CFA
Franklin Street Advisors, Inc. Strategic Large Cap Growth Separately managed, long only, large cap growth portfolio benchmarked to the Russell 1000 Growth Index, investing in high quality, accelerating growth stocks across various industries. Sector latitude of benchmark +/- 15%, concentration of 35–45 names. more Chuck Mahaffey, AIF
John Wallace, CFA
Franklin Street Advisors, Inc. Partner’s Advantaged Core Equity Separately managed, large cap core portfolio benchmarked to the S&P 500 seeking to accomplish long term capital appreciation. Uses a strict valuation discipline; invests in high quality, advantaged, growing businesses who use cash flow for dividends, share repurchases, and ongoing investment. more Chuck Mahaffey, AIF
John Wallace, CFA
Franklin Street Advisors, Inc. Fixed Income The strategy is a means to preserve capital, generate income and balance portfolio risk through an opportunistic approach utilized in selecting high quality fixed income funds. more Chuck Mahaffey, AIF
John Wallace, CFA
GeaSphere Advisors GeaSphere Core ETF 100 Aggressive growth using Tactical Asset Allocation of 100% Stock ETFs. Strategy of over and under-weighing emerging sectors and rebalancing to original allocation on a semi-annual basis. more Eduard Hamamjian
GeaSphere Advisors GeaSphere Core ETF 90-10 Growth using Tactical Asset Allocation of 90% Stock ETFs and 10% Bond ETFs. Strategy of over and under-weighing emerging sectors and rebalancing to original allocation on a semi-annual basis. more Eduard Hamamjian
GeaSphere Advisors GeaSphere Core ETF 80-20 Growth using Tactical Allocation of 80% Stock ETFs and 20% Bond ETFs. Strategy of over and under-weighing emergin sectors and re-balancing to original allocation on a semi-annual basis. more Eduard Hamamjian
GeaSphere Advisors GeaSphere Core ETF 70-30 Growth using Tactical Asset Allocation of 70% Stock ETFs and 30% Bond ETFs. Strategy of over and under-weighing emerging sectors and rebalancing to original allocation on a semi-annual basis. more Eduard Hamamjian
GeaSphere Advisors GeaSphere Core ETF 60-40 Balance using Tactical Asset Allocation of 60% Stock ETFs and 40% Bond ETFs. Strategy of over and under-weighing emerging sectors and rebalancing to original allocation on a semi-annual basis. more Eduard Hamamjian
GeaSphere Advisors GeaSphere Core ETF 50-50 Balance using Tactical Asset Allocation of 50% Stock ETFs and 50% Bond ETFs. Strategy of over and under-weighing emerging sectors and rebalancing to original allocation on a semi-annual basis. more Eduard Hamamjian
GeaSphere Advisors GeaSphere Core ETF 40-60 Balance using Tactical Asset Allocation of 40% Stock ETFs and 60% Bond ETFs. Strategy of over and under-weighing emerging sectors and rebalancing to original allocation on a semi-annual basis. more Eduard Hamamjian
GeaSphere Advisors GeaSphere Core ETF 30-70 Conservative income, Tactical Allocation of 30% Stock ETFs and 70% Bond ETFs. Strategy of over and under-weighing emerging sectors and rebalancing to original allocation on a semi-annual basis. more Eduard Hamamjian
GeaSphere Advisors GeaSphere Core ETF 20-80 Conservative income, Tactical Allocation of 20% Stock ETFs and 80% Bond ETFs. Strategy of over and under-weighing emerging sectors and rebalancing to original allocation on a semi-annual basis. more Eduard Hamamjian
GeaSphere Advisors GeaSphere Core ETF 10-90 Conservative Income, Tactical Allocaton of 10% Stock ETFs and 90% Bond ETFs. Strategy of over and under-weighing emerging sectors and rebalancing to original allocation on a semi-annual basis. more Eduard Hamamjian
GeaSphere, LLC GeaSphere PFCF Core GeaSphere Price to Free Cash Flow Core buys the top 5 stocks in each of the 12 sectors of the U.S economy that offer the best Price to Free Cash Flow. more Eduard Hamamjian
GeaSphere, LLC GeaSphere PFCF Dow GeaSphere PFCF Dow buys only the stocks of the Dow Jones that meet our Price to Free Cash Flow analysis. more Eduard Hamamjian
GeaSphere, LLC GeaSphere Total Return Stable income, market neutral objective with principal growth as a secondary objective. more Eduard Hamamjian
Gold Coast Advisors Sector Tactical Asset Rotation (STAR) Strategy Quantitative, tactical sector allocation program that utilizes Gold Coast Advisors proprietary algorithms to rotate among the Sector SPDR ETFs attempting to ourperform the S&P 500. more Steve Cohen, CFA/CFP/PFS
Green Alpha Advisors, LLC Growth & Income Portfolio The Growth & Income Portfolio is fossil fuel free and designed to provide a combination of growth and moderate income. more Betsy Moszeter
Green Alpha Advisors, LLC Next Economy Index The Next Economy Index is a diversified, fossil fuel free SMA strategy designed to provide moderate long-term growth. more Betsy Moszeter
Green Alpha Advisors, LLC Sierra Club GA Portfolio The Sierra Club Green Alpha Portfolio is a fossil fuel free growth investment strategy. more Betsy Moszeter
Harbor Capital Advisory Svc, Inc. HCAS Dividend Premier For investors desiring consistent dividend income while holding lower volatility stocks and ETFs to counterbalance overall market volatility. more Frank A. Monte
Harbor Capital Advisory Svc, Inc. Sectors For investors who want to attempt to preserve profits, normally lost to taxation of short-term capital gain. Incorporates up to 11 U.S.-based market sectors but can shift to 100% cash if necessary. more Frank A. Monte
Harbor Capital Advisory Svc, Inc. HCAS Growth For investors whith high risk tolerance. A tactical portfolio that intends to hold an 80% stock/ETF and 20% bond ETF ratio, that reserves the right to shift to 100% cash if necessary. more Frank A. Monte
Harbor Capital Advisory Svc, Inc. HCAS Balanced For investors with moderate risk tolerance. A 65% stock/ETF and 35% bond ETF ratio, that reserves the right to shift to 100% cash if necessary. more Frank A. Monte
Harbor Capital Advisory Svc, Inc. HCAS Cap Pres For investors with higher risk aversion . A tactical portfolio that intends to hold a 60% bond ETF, 30% stock, and 10% cash, that reserves the right to shift to 100% cash if necessary. more Frank A. Monte
Hedgeable, Inc. Dynamic Social Fixed Income Dynamically managed portfolio of diversified holdings in socially responsible bonds. Our Dynamic Advisor technology attempts to significantly reduce drawdowns versus a buy-and-hold portfolio. more Michael Kane
Hedgeable, Inc. Dynamic Inflation Protection ETF Dynamically managed strategy with exposure to inflation-linked securities. Our Dynamic Advisor technology attempts to significantly reduce drawdowns versus a buy-and-hold portfolio. more Michael Kane
Hedgeable, Inc. Dynamic Clean Energy Stock Portfolio of U.S. companies working on clean and alternative energy. Our Dynamic Advisor technology attempts to significantly reduce drawdowns versus a buy-and-hold portfolio. more Michael Kane
Hedgeable, Inc. Dynamic Social Responsibility ETF Core holding in socially responsible U.S. equity. Our Dynamic Advisor technology attempts to significantly reduce drawdowns versus a buy-and-hold portfolio. more Michael Kane
Hedgeable, Inc. Dynamic Women Leadership Stock Positions in U.S. companies that have strong female leadership. Our Dynamic Advisor technology attempts to significantly reduce drawdowns versus a buy-and-hold portfolio. more Michael Kane
Hedgeable, Inc. Tactical Commodity Stock Tactically managed Commodity Stock strategy that attempts to provide alpha against the Bloomberg Commodity index over the long-term. more Michael Kane
Hedgeable, Inc. Tactical Commodity Stock Reduced Turnover Tactically managed Commodity Stock strategy that attempts to provide alpha against the Bloomberg Commodity index over the long-term, while limiting portfolio turnover. more Michael Kane
Hedgeable, Inc. Tactical All-Asset ETF Reduced Turnover Attempts to provide alpha against a 60/40 Blended index over the long-term, while limiting portfolio turnover. more Michael Kane
Hedgeable, Inc. Tactical Currency ETF Tactically managed Currency ETF strategy that attempts to provide alpha against a basket of major world currencies. more Michael Kane
Hedgeable, Inc. Tactical Developed Market Stock Tactically managed Developed Market Stock strategy that attempts to provide alpha against the MSCI EAFE Index over the long-term. more Michael Kane
Hedgeable, Inc. Tactical International Equity ETF Reduced Turnover Attempts to provide alpha against Hedgeable’s Foreign Stock Blended Index over the long-term, while limiting portfolio turnover. more Michael Kane
Hedgeable, Inc. Tactical EM Stock Reduced Turnover Attempts to provide alpha against the MSCI Emerging Markets Index over the long-term, while limiting portfolio turnover. more Michael Kane
Hedgeable, Inc. Tactical Developed Market Stock Reduced Turnover Tactically managed Developed Market Stock strategy that attempts to provide alpha against the MSCI EAFE Index over the long-term, while limiting portfolio turnover. more Michael Kane
Hedgeable, Inc. Tactical Low Carbon Target Stock Strategic positions in companies around the world with reduced carbon emissions. more Michael Kane
Hedgeable, Inc. Tactical Small-Cap Stock Reduced Turnover Attempts to provide alpha against the Russell 2000 Index over the long-term, while limiting portfolio turnover. more Michael Kane
Hedgeable, Inc. Tactical Large-Cap Stock Reduced Turnover Attemps to provide alpha against the S&P 500 Index over the long-term, while limiting portfolio turnover. more Michael Kane
Hedgeable, Inc. Tactical Workplace Equality Stock Strategic positions in companies around the world that support workplace equality best practices. more Michael Kane
Hedgeable, Inc. Tactical Value Stock Reduced Turnover Tactically allocates among a pool of value-screened large-cap U.S. stocks, while limiting portfolio turnover. more Michael Kane
Hedgeable, Inc. Tactical All-Asset ETF Attempts to provide alpha against a 60/40 Blended Index over the long-term. more Michael Kane
Hedgeable, Inc. Tactical Value Stock Tactically allocates among a pool of value-screened Large-Cap U.S. stocks. more Michael Kane
Hedgeable, Inc. Tactical Commodity ETF Attempts to provide alpha against the Bloomberg Commodity Index over the long-term. more Michael Kane
Hedgeable, Inc. Tactical International Equity ETF Attempts to provide alpha against Hedgeable’s Foreign Stock Blended Index over the long-term. more Michael Kane
Hedgeable, Inc. Dynamic Aggressive ETF Diversified ETF strategy for an investor who intends to retire in 25+ years. Our Dynamic Advisor technology attempts to significantly reduce drawdowns versus a buy-and-hold portfolio. more Michael Kane
Hedgeable, Inc. Dynamic Conservative ETF Diversified ETF strategy for an investor who intends to retire in the next 5 years. Our Dynamic Advisor technology attempts to significantly reduce drawdowns versus a buy-and-hold portfolio. more Michael Kane
Hedgeable, Inc. Dynamic Moderate ETF Diversified ETF strategy for an investor who intends to retire in 5 to 15 years. Our Dynamic Advisor technology attempts to significantly reduce drawdowns versus a buy-and-hold portfolio. more Michael Kane
Hedgeable, Inc. Dynamic Moderate-Aggressive ETF Diversified ETF strategy for an investor who intends to retire in 15 to 25 years. Our Dynamic Advisor technology attempts to significantly reduce drawdowns versus a buy-and-hold portfolio. more Michael Kane
Hedgeable, Inc. Dynamic Technology Stock Large-Cap stock strategy diversified across technology industries. Our Dynamic Advisor technology attempts to significantly reduce drawdowns versus a buy-and-hold portfolio. more Michael Kane
Hedgeable, Inc. Dynamic U.S. Equity ETF Dynamically managed U.S. Equity Sector ETF strategy. Our Dynamic Advisor technology attempts to significantly reduce drawdowns versus a buy-and-hold portfolio. more Michael Kane
Hedgeable, Inc. Tactical EM Stock Attempts to provide alpha against the MSCI Emerging Markets Index over the long-term. more Michael Kane
Hedgeable, Inc. Tactical Equity Income Stock Tactically allocates among a pool of high-yielding U.S. stocks. more Michael Kane
Hedgeable, Inc. Dynamic Municipal Bond ETF Dynamically managed non-taxable fixed income strategy. Our Dynamic Advisor technology attempts to significantly reduce drawdowns versus a buy-and-hold portfolio. more Michael Kane
Hedgeable, Inc. Tactical Small-Cap Stock Attempts to provide alpha against the Russell 2000 Index over the long-term. more Michael Kane
Hedgeable, Inc. Tactical Large-Cap Stock Attempts to provide alpha against the S&P 500 Index over the long-term. more Michael Kane
Hedgeable, Inc. Dynamic Fixed Income ETF Dynamically managed taxable fixed income strategy. Our Dynamic Advisor technology attempts to significantly reduce drawdowns versus a buy-and-hold portfolio. more Michael Kane
Hedgeable, Inc. Tactical High Income Tactically allocates among a pool of high-yielding stocks, REITs, and MLPs. more Michael Kane
Highland Investment Advisors, LLC FMC Growth & Income Long-term growth and/or income with an emphasis on risk control. Strategy uses “flexible funds”. more Adam S. Drake, CFA
Highland Investment Advisors, LLC FMC Growth Long-term growth and/or income with an emphasis on risk control. Strategy uses “flexible funds”. more Adam S. Drake, CFA
Highland Investment Advisors, LLC FMC Income Income and long-term growth with an emphasis on risk control. Strategy uses “flexible funds”. more Adam S. Drake, CFA
Highland Investment Advisors, LLC HIA Balanced Growth 60% Stocks Globally diversified portfolio incorporating Growth, Risk Reduction, and Inflation Protection assets. more Adam S. Drake, CFA
Highland Investment Advisors, LLC HIA Balanced 50% Stocks Globally diversified portfolio incorporating Growth, Risk Reduction, and Inflation Protection assets. more Adam S. Drake, CFA
Highland Investment Advisors, LLC HIA Capital Protection Globally diversified portfolio incorporating Growth, Risk Reduction, and Inflation Protection assets. more Adam S. Drake, CFA
Highland Investment Advisors, LLC HIA Conservative Capital 10% Stocks Globally diversified portfolio incorporating Growth, Risk Reduction, and Inflation Protection assets. more Adam S. Drake, CFA
Highland Investment Advisors, LLC HIA Conservative Income 20% Stocks Globally diversified portfolio incorporating Growth, Risk Reduction, and Inflation Protection assets. more Adam S. Drake, CFA
Highland Investment Advisors, LLC HIA Equity Income 40% Stocks Globally diversified portfolio incorporating Growth, Risk Reduction, and Inflation Protection assets. more Adam S. Drake, CFA
Highland Investment Advisors, LLC HIA Growth 80% Stocks Globally diversified portfolio incorporating Growth, Risk Reduction, and Inflation Protection assets. more Adam S. Drake, CFA
Highland Investment Advisors, LLC HIA Income 30% Stocks Globally diversified portfolio incorporating Growth, Risk Reduction, and Inflation Protection assets. more Adam S. Drake, CFA
Highland Investment Advisors, LLC HIA Moderate Growth 70% Stocks Globally diversified portfolio incorporating Growth, Risk Reduction, and Inflation Protection assets. more Adam S. Drake, CFA
Highland Investment Advisors, LLC HIA US Revenue Focus S&P 500 components with low international revenues; growth focused on US economic exposure. more Adam S. Drake, CFA
HIP Investor, Inc. HIP 100 Sustainability ESG Mega/large-cap leaders realizing human, social & environmental results; seeks to outperform S&P 100 more Paul R. Herman
HIP Investor, Inc. Global Sustainability 100 ESG Global large/mid-cap leaders in eco, social & governance (ESG) results; QCRD index (Licensed from NASDAQ OMX). more Paul R. Herman
Horizon Investment Services, Inc. Horizon - Best Ideas All-equity All-Cap portfolio of Horizon’s favorite small cap, midcap, and large cap stocks. more Tom McCarthy
Horizon Investment Services, Inc. Horizon - Core Opp Core Opportunities - All-equity All-Cap portfolio of Horizon’s favorite small cap, midcap, and large cap stocks. more Tom McCarthy
Horizon Investment Services, Inc. Horizon - Christian Values All-equity All-Cap enhanced index quantitative biblically responsible strategy. more Tom McCarthy
Horizon Investment Services, Inc. Horizon - Socially Resp All-equity All-Cap enhanced index quantitative socially responsible strategy. more Tom McCarthy
Horizon Investment Services, Inc. Horizon - SRI Fossil Fuel Free All-equity All-Cap enhanced index quantitative socially responsible fossil fuel free strategy. more Tom McCarthy
Horizon Investment Services, Inc. Horizon - Top 15 Utility All-equity portfolio consisting of Horizon’s favorite 15 utility sector stocks. more Tom McCarthy
Horizon Investment Services, Inc. Horizon - Upside Plus All-equity SMID portfolio of Horizon'’s favorite small and midcap stocks. more Tom McCarthy
Independent Solutions IS Aggressive Model Our Aggressive model has a broad asset allocation of 80% equity and 20% fixed income. more Joshua Heims
Independent Solutions IS Balanced Model Our Balanced model has a broad asset allocation of 65% equity and 35% fixed income. more Joshua Heims
Independent Solutions IS Beta Source Model Our model was designed to be a low volatility, fixed income alternative portfolio with a standard deviation at or below that of a traditional fixed income portfolio. Designed for volatile environments. more Joshua Heims
Independent Solutions IS Bonds Plus Model Our Bonds Plus model has a broad asset allocation of 20% equity and 80% fixed income. more Joshua Heims
Independent Solutions IS Conservative Model Our Conservative model has a broad asset allocation of 50% equity and 50% fixed income. more Joshua Heims
Independent Solutions IS Rising Rates Model Our model consists of traditional fixed income funds as well as fixed income assets that have a low or negative correlation to rising interest rates in the United States. more Joshua Heims
Innealta Capital Tactical ETF Sector Rotation Core A portfolio that will tactically alter exposures among sectors, based on a quantitative model. more Jeff Buetow
Innealta Capital Tactical ETF Sector Rotation Core A portfolio that will tactically alter exposures among sectors, based on a quantitative model. more Jeff Buetow
The Institute for Wealth Management, LLC Cherry Dividend Income Actively managed portfolios that seek current income, moderate growth and preservation of capital by investing primarily in the undervalued equities of Large Cap global companies as identified by The Institute for Wealth Management, LLC. more Brian Rettig
The Institute for Wealth Management, LLC Cherry International Actively managed portfolios that seek long term capital growth by investing primarily abroad in the undervalued equities of International companies as identified by The Institute for Wealth Management, LLC. more Brian Rettig
The Institute for Wealth Management, LLC Cherry Value Actively managed portfolios that seek long term capital growth and income by investing primarily in the undervalued equities of Large Cap domestic and global companies as identified by The Institute for Wealth Management, LLC. more Brian Rettig
Ironwood Investment Management Small Cap Core Strategy This strategy focuses on small US based companies and is used by many religious organizations as it is considered SRI. more Don Collins
Islamorada Investment Management Tarpon Folio A long-term capital appreciation spoke fund. Multi-cap with a value focus. Manager has invested net worth in fund. more Cale Smith
JAForlines Global Global Tactical Allocation Combines a Tactical and Strategic top-down macro approach to asset allocation with global orientation. more John Forlines
JAForlines Global Global Tactical Conservative Allocation Has similar holdings as our Global Tactical Allocation portfolio but has a higher proportion of fixed income proxy investments. more John Forlines
Jantz Management, LLC 350 Large-Cap 50 Value A large-cap value portfolio of stocks drawn from the S&P 500, screened for the top 200 carbon producing listed companies and to meet rigorous environmental, social, and governance criteria (ESG). more Christine Jantz
Jantz Management, LLC 350 Mid-Cap Value A mid-cap value portfolio of stocks drawn from the S&P 400, screened for the top 200 carbon producing listed companies and to meet rigorous environmental, social, and governance criteria (ESG). more Christine Jantz
Jantz Management, LLC 350 Small-Cap Value A small-cap value portfolio of stocks drawn from the S&P 600, screened for the top 200 carbon producing listed companies and to meet rigorous environmental, social, and governance criteria (ESG). more Christine Jantz
Jantz Management, LLC 350 Fossil Free A broad market capitalization portfolio of stocks drawn from the S&P 1500, screened for the top 200 carbon producing listed companies and to meet rigorous environmental, social, and governance criteria (ESG) and excluding 100% of the carbon industry companies in the S&P 1500 energy and utility sectors. more Christine Jantz
Jantz Management, LLC 350 All-Cap Value A broad market capitalization portfolio of stocks drawn from the S&P 1500, screened for the top 200 carbon producing listed companies and to meet rigorous environmental, social, and governance criteria (ESG). more Christine Jantz
Kelly Capital Management, LLC KCM-Large Cap Core KCM’s Large Cap Core strategy is an ETF-based, actively managed, core portfolio strategy. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM-Large Cap Value KCM’s Large Cap Value strategy is an actively managed, domestic value stock-picking strategy using a proprietary valuation process. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM-Emerging Markets KCM’s Emerging Markets strategy employs KCM’s proprietary country and security selection process to create a diversified portfolio of non-US equity ETFs. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM-Real Estate KCM’s Real Estate strategy invests in a number of diverse REIT and ETF securities providing diversification and current income. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM Target Date 2018 Target date strategy for portfolios liquidating on a specific date. Proprietary process employs ETF, CEFs, and REITs. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM Target Date 2018 TF Target date strategy for portfolios liquidating on a specific date. Proprietary process employs ETF, CEFs, and REITs. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM Target Date 2023 Target date strategy for portfolios liquidating on a specific date. Proprietary process employs ETF, CEFs, and REITs. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM Target Date 2023 TF Target date strategy for portfolios liquidating on a specific date. Proprietary process employs ETF, CEFs, and REITs. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM Target Date 2028 Target date strategy for portfolios liquidating on a specific date. Proprietary process employs ETF, CEFs, and REITs. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM Target Date 2028 TF Target date strategy for portfolios liquidating on a specific date. Proprietary process employs ETF, CEFs, and REITs. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM Target Date 2033 Target date strategy for portfolios liquidating on a specific date. Proprietary process employs ETF, CEFs, and REITs. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM Target Date 2033 TF Target date strategy for portfolios liquidating on a specific date. Proprietary process employs ETF, CEFs, and REITs. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM Target Date 2038 Target date strategy for portfolios liquidating on a specific date. Proprietary process employs ETF, CEFs, and REITs. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM Target Date 2038 TF Target date strategy for portfolios liquidating on a specific date. Proprietary process employs ETF, CEFs, and REITs. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM Target Date 2043 Target date strategy for portfolios liquidating on a specific date. Proprietary process employs ETF, CEFs, and REITs. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM Target Date 2043 TF Target date strategy for portfolios liquidating on a specific date. Proprietary process employs ETF, CEFs, and REITs. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM Target Date 2048 Target date strategy for portfolios liquidating on a specific date. Proprietary process employs ETF, CEFs, and REITs. more James V. Kelly, CFA
Kelly Capital Management, LLC KCM Target Date 2048 TF Target date strategy for portfolios liquidating on a specific date. Proprietary process employs ETF, CEFs, and REITs. more James V. Kelly, CFA
Kelly Capital Management, LLC Controlled Risk 25/75 KCM’s Controlled Risk taxable account strategy provides diversification using a few securities, consistent asset class risk control, active management, and liquidity. more James V. Kelly, CFA
Kelly Capital Management, LLC Controlled Risk 25/75 TF KCM’s Controlled Risk taxable account strategy provides diversification using a few securities, consistent asset class risk control, active management, and liquidity. more James V. Kelly, CFA
Kelly Capital Management, LLC Controlled Risk 50/50 KCM’s Controlled Risk taxable account strategy provides diversification using a few securities, consistent asset class risk control, active management, and liquidity. more James V. Kelly, CFA
Kelly Capital Management, LLC Controlled Risk 50/50 TF KCM’s Controlled Risk taxable account strategy provides diversification using a few securities, consistent asset class risk control, active management, and liquidity. more James V. Kelly, CFA
Kelly Capital Management, LLC Controlled Risk 75/25 KCM’s Controlled Risk taxable account strategy provides diversification using a few securities, consistent asset class risk control, active management, and liquidity. more James V. Kelly, CFA
Kelly Capital Management, LLC Controlled Risk 75/25 TF KCM’s Controlled Risk taxable account strategy provides diversification using a few securities, consistent asset class risk control, active management, and liquidity. more James V. Kelly, CFA
Kelsey Financial - Alpha Optimization AOP Tactical Sector Stock & Cash Model Sector stock and cash allocation with a goal to outperform the S&P 500 on a risk adjusted basis. more Robert Kelsey
Kelsey Financial - Alpha Optimization AOP Growth Stock Model Sector stock allocation with a goal to outperform the S&P 500. more Robert Kelsey
Kelsey Financial - Alpha Optimization AOP Established Momentum Sector Stock Model Momentum based sector stock allocation with a goal to outperform the S&P 500. more Robert Kelsey
Kelsey Financial - Alpha Optimization AOP Growth SRI Sector Stock Model Socially screened sector stock allocation with a goal to outerform the S&P 500. more Robert Kelsey
Kelsey Financial - Alpha Optimization AOP Tactical SRI Sector Stock & Cash Model Socially screened sector stock and cash allocation with a goal to outperform the S&P 500 on a risk adjusted basis. more Robert Kelsey
Kelsey Financial - Alpha Optimization AOP Tactical Fixed Income ETF Model Fixed Income ETF allocaton with a goal to outperform iShares Barclays Aggregate Bond Index more Robert Kelsey
Legend Financial Advisors, Inc. Lower Volatility Portfolio Goal: Equity-Like Returns with Bond-Like Risk. more Louis P. Stanasolovich
Longview Capital Management, LLC Global Tactical Model Capital appreciation in low risk markets, preservation in declining markets. more Christian Wagner
Lunt Capital Management, Inc. Lunt Capital 7Twelve Conservative A conservative, multi-asset, strategic model designed to bring deep diversification across asset classes using the 7Twelve methodology. more John Lunt
Lunt Capital Management, Inc. Lunt Capital 7Twelve Moderate A moderate, multi-asset, strategic model designed to bring deep diversification across asset classes using the 7Twelve methodology. more John Lunt
Lunt Capital Management, Inc. Lunt Capital 7Twelve Moderately Aggressive A moderately aggressive, multi-asset, strategic model designed to bring deep diversification across asset classes using the 7Twelve methodology. more John Lunt
Lunt Capital Management, Inc. Lunt Capital Dynamic Conservative A conservative, multi-asset, tactically managed model designed for defense and risk reduction in volatile markets by rotating between defensive and diversified allocations. more John Lunt
Lunt Capital Management, Inc. Lunt Capital Dynamic Moderate A moderate, multi-asset, tactically managed model designed to take advantage of return disparities by rotating between diversified, sub-asset classes and defensive positions. more John Lunt
Lunt Capital Management, Inc. Lunt Capital Dynamic Aggressive An aggressive, multi-asset, tactically managed model that combines a dedicated diversified core with the ability to tilt significant allocations toward trending growth opportunities. more John Lunt
Lunt Capital Management, Inc. Lunt Capital Global Sectors An actively managed, equity-only growth engine that attempts to exploit performance disparities among sectors with the ability to shift significant portions to cash to reduce risk. more John Lunt
Lunt Capital Management, Inc. Lunt Capital High Beta Low Volatility Rotation A global, dynamic model that tactically rotates between high beta and low volatility sub-components across geographic regions including domestic, international developed and emerging markets. more John Lunt
Lunt Capital Management, Inc. Lunt Capital U.S. Large Cap Rotation A domestic equity, tactically managed model that rotates between the high beta and low volatility sub-components of the S&P 500. more John Lunt
M. E. Miller Investors MEMI Concentrated Core Concentrated equity management seeking higher returns with lower risk. more Matthew Miller
Main Management, LLC Main Active Domestic sector tactical rotation strategy. more Kim Arthur
Main Management, LLC Main Conservative Growth 25% Equity / 75% Fixed Income with a 20% risk management overlay. more Kim Arthur
Main Management, LLC Main Growth 100% Equity with a 20% risk management overlay. more Kim Arthur
Main Management, LLC Main Intermediate Growth 75% Equity / 25% Fixed Income with a 20% risk management overlay. more Kim Arthur
Main Management, LLC Main International International country tactical rotation strategy. more Kim Arthur
Main Management, LLC Main Management All Asset Global strategic asset allocation strategy. more Kim Arthur
Main Management, LLC Main Moderate Growth 50% Equity / 50% Fixed Income with a 20% risk management overlay. more Kim Arthur
Marketocracy Capital Management Diversified Growth Diversified Growth more Ken Kam
Marketocracy Capital Management Marketocracy ahknaten:KAI To beat the selected benchmark using valuation and research screening. more Ken Kam
Marketocracy Capital Management Marketocracy huyehara:HMF To beat the selected benchmark using multiple strategies for Dynamic market conditions. more Ken Kam
Marketocracy Capital Management Marketocracy eugeng:EMF To beat the selected benchmark using a top-down approach. more Ken Kam
Marketocracy Capital Management Marketocracy eugeng:HYF High dividend investing for investors looking to maximize income and possible capital appreciation. more Ken Kam
Marketocracy Capital Management Marketocracy timbo56:SSOF1 To beat the selected benchmark using a top-down approach to stock selection. more Ken Kam
Marketocracy Capital Management Marketocracy vanmeerten:VMNHI To preserve capital, have a positive rate of return that exceeds the rate of return of the selected benchmarks. more Ken Kam
Marketocracy Capital Management Marketocracy crossy:CIAF Industry Analysis Fund. more Ken Kam
Metis Value Partners, LLC MVP Worldwide Dividend Income Leveraging research from both MVP Value and MVP International, this portfolio seeks current income, moderate growth, and preservation of capital by investing in 25-30 well-financed businesses. We believe that businesses with well-capitalized balance sheets have an enhanced ability to maintain operations while increasing their dividend payments, survive during difficult periods, and thrive over the long run. more Long Trieu
Metis Value Partners, LLC MVP International Value Seeks long term capital growth by investing abroad in 25-35 businesses that trade at a substantial discount to our conservative estimates of intrinsic value as patient, long-term business owners. The portfolio is unconstrained by geography, industry, or index considerations. MVP International’s concentrated portfolio of thoroughly researched opportunities allows focus on our best ideas which provides us with an opportunity to achieve alpha over the long run. more Long Trieu
Metis Value Partners, LLC MVP Value Seeks long term capital growth and income by investing in 25-35 significantly undervalued companies. We construct the portfolio from the perspective of patient, long-term business owners through a value-oriented investment process based on fundamental, bottom-up analysis that is unconstrained by geography, industry, or index considerations. MVP Value’s concentrated portfolio of thoroughly researched opportunities allows focus on our best ideas which provides us with an opportunity to achieve alpha over the long run. more Long Trieu
Metropolitan Capital Strategies, LLC MCS Tactical Moderate Investment goals are to protect principal & appreciation and to double the clients' money every 6-8 years net of fees. more Sharon Snow, CEO
Morningstar Investment Management, LLC Morningstar Aggressive Growth The Morningstar Mutual Fund Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class active managers. The Aggressive Growth portfolio seeks long-term capital appreciation, primarily through diversified investments in domestic and international equity mutual funds. The strategy is susceptible to market volatility and is intended for financially stable clients with at least a 15-year time horizon. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Aggressive Growth - Tax Sensitive Morningstar Mutual Fund Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class active managers. The Aggressive Growth-Tax Sensitive portfolio seeks long-term capital appreciation, primarily through diversified investments in domestic and international equity mutual funds. The strategy is susceptible to market volatility and is intended for financially stable clients with at least a 15-year time horizon. This strategy is designed with tax awareness in mind and, therefore, is constructed with an aftertax return objective. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Conservative Morningstar Mutual Fund Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class active managers. The Conservative portfolio’s fixed-income focus is designed to help provide current income while seeking to mitigate significant capital loss through diversified investments in domestic and international mutual funds. The portfolio’s modest equity holdings are designed to help guard against inflation. As a result, the strategy is intended for those who value current income and stability. It’s intended for clients with a one- to three-year time horizon. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Conservative - Tax Sensitive Morningstar Mutual Fund Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class active managers. The Conservative-Tax Sensitive portfolio’s fixed-income bias seeks to help provide current income while seeking to mitigate capital loss through diversified bond holdings, while modest equity holdings are designed to help guard against inflation. The strategy is intended for those who value current income and stability with a 1- to 3-year time horizon. This strategy is designed with tax awareness in mind and constructed with an aftertax return objective. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Growth Morningstar Mutual Fund Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class active managers. The Growth portfolio seeks long-term capital appreciation, primarily through investments in domestic and international equity mutual funds, and modest allocations to a diversified mix of fixed-income mutual funds. The portfolio will experience volatility, but its fixed-income positions should provide it with a cushion in tough stock-market environments. This strategy is intended for clients with at least a 10- to 15-year time horizon. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Growth - Tax Sensitive Morningstar Mutual Fund Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class active managers. The Growth-Tax Sensitive portfolio seeks long-term growth through investments in US and international equity funds, and modest but diverse allocations to bond funds. The portfolio will experience volatility, but its bond holdings should provide cushioning in tough environments. It is designed for clients with at least a 10- to 15-year time horizon. This strategy, designed with tax awareness in mind, is constructed with an aftertax return objective. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Income & Growth Morningstar Mutual Fund Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class active managers. The Income & Growth portfolio balances its assets between stock and bond mutual funds. Its fixed-income bias is designed to provide some current income and seeks to mitigate significant capital loss, while its equity holdings are designed to help guard against inflation. It is intended for clients who: seek both moderate capital appreciation and current income; value current income and stability; and have at least a three- to five-year investment horizon. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Income & Growth - Tax Sensitive Morningstar Mutual Fund Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class active managers. The Income & Growth-Tax Sensitive seeks to provide some current income and mitigate capital loss with bonds, while its equity holdings are designed to help guard against inflation. It is intended for clients who: seek both moderate capital appreciation and current income; value current income and stability; and have at least a 3- to 5-year investment horizon. This strategy, designed with tax awareness in mind, is constructed with an aftertax return objective. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Moderate Growth Morningstar Mutual Fund Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class active managers. The Moderate Growth portfolio combines investments in equity and fixed-income mutual funds to provide clients with balanced and varied exposure to the stock and bond markets. It is intended for clients who primarily seek long-term capital appreciation with muted volatility. Generally, these clients have at least a five- to seven-year investment horizon. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Moderate Growth - Tax Sensitive Morningstar Mutual Fund Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class active managers. The Moderate Growth-Tax Sensitive portfolio combines investments in equity and fixed-income mutual funds to provide clients with balanced and varied exposure to the stock and bond markets. It is intended for clients who primarily seek long-term capital appreciation with muted volatility. Generally, these clients have at least a 5- to 7-year investment horizon. This strategy, designed with tax awareness in mind, is constructed with an aftertax return objective. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Retirement Income Long-Range The Retirement Income Long Range portfolio is designed to generate a steady rate of return predominantly driven by capital appreciation and income over 20 or more years. The portfolio is designed to support a 4% annual distribution over this time horizon. The portfolio may invest in mutual funds from these market segments: domestic equity, developed and emerging market foreign stock, real estate, high-yield bonds, inflation-indexed Treasuries, investment-grade domestic bonds, foreign bonds, commodities, and funds that employ alternative strategies in an attempt to deliver consistent rates of return and provide downside protection. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Retirement Income Mid-Range The Retirement Income Mid-Range portfolio is designed to generate a steady rate of return predominantly driven by capital appreciation and income over a 10 to 20 year horizon. The portfolio is designed to support a 5% annual distribution over this time horizon. The portfolio may invest in mutual funds from these market segments: domestic equity, developed and emerging market foreign stock, real estate, high-yield bonds, inflation-indexed Treasuries, investment-grade domestic bonds, foreign bonds, commodities, and funds that employ alternative strategies in an attempt to deliver consistent rates of return and provide downside protection. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Retirement Income Short-Range The Retirement Income Short-Range portfolio is designed to generate a steady rate of return predominantly driven by income with some potential for capital appreciation over a 2 - 10 year horizon. The portfolio is designed to support a 6% annual distribution over this time horizon. The portfolio may invest in mutual funds from these market segments: domestic equity, developed foreign stock, real estate, high-yield bonds, inflation-indexed Treasuries, investment-grade domestic bonds, foreign bonds, commodities, and funds that employ alternative strategies in an attempt to deliver consistent rates of return and provide downside protection. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Retirement Income Ultra-Short Range The Retirement Income Ultra Short portfolio is designed to preserve capital and generate a steady rate of return driven by income over a 1 - 5 year horizon. The portfolio aims to support a 7% annual distribution over this time horizon without fully depleting the account’s assets. The portfolio will normally invest in mutual funds from these market segments: investment-grade domestic bonds, short-term reserves, foreign bonds, high-yield bonds, and inflation-protected bonds. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Absolute Return The Absolute Return portfolio is designed to preserve capital, produce minimal volatility, and generate limited correlation to broad markets while compounding capital, albeit at a modest pace. Over a full market cycle, it seeks to deliver moderate and consistent returns over time that are not overly dependent on the direction of the broad equity market or as susceptible to downside risk?while investing in alternatives to help minimize the toll that inflation and rising interest rates can take on portfolios. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Multi-Asset Income Multi-Asset Income seeks long-term income generation and capital preservation. It invests in mutual funds and ETFs representing a diversified range of fixed-income, equity and alternative strategies. Our valuation-driven asset allocation approach balances yield and expectations for return potential with potential drawdown, seeking to maximize income at an acceptable risk level. This portfolio can be used as a core strategy or a complement to a core strategy. It may be most appropriate for income investors willing to forgo some capital appreciation potential. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Active/Passive Aggressive Morningstar Active/Passive Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to investment selection. Active investments aim to increase return potential, and passive investments help portfolios remain diversified, low-cost, and tax-efficient. The Active/Passive Aggressive Growth portfolio seeks long-term capital appreciation, primarily through diversified active and passive investments in U.S. and international equities. The strategy is susceptible to market volatility and is intended for financially stable clients with at least a 15-year time horizon. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Active/Passive Aggressive Tax Sensitive Morningstar Active/Passive Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to investment selection. Active funds aim to increase return potential, and passive ETFs help portfolios remain diversified, low-cost, and tax-efficient. The Active/Passive Aggressive Growth?Tax Sensitive portfolio seeks long-term growth, primarily through diversified US and international equities. The strategy is susceptible to market volatility and is intended for financially stable clients with at least a 15-year time horizon. This strategy, designed with tax awareness in mind, is constructed with an aftertax return objective. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Active/Passive Conservative Morningstar Active/Passive Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to investment selection. Active investments aim to increase return potential, and passive investments help portfolios remain diversified, low-cost, and tax-efficient. The Active/Passive Conservative portfolio’s bond focus is designed to provide current income and mitigate capital loss, while modest equity holdings aim to guard against inflation. The portfolio is intended for those who value current income and stability. It’s intended for clients with at least a one- to three-year investment horizon. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Active/Passive Conservative - Tax Sensitive Morningstar Active/Passive Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to investment selection. Active investments aim to increase return potential, and passive investments help portfolios remain diversified, low-cost, and tax-efficient. The A/P Conservative?Tax Sensitive portfolio aims to provide current income, mitigate loss, and?with modest stock holdings?guard against inflation. It is intended for clients who value current income and stability with at least a 1- to 3-year horizon. This tax-aware strategy has an aftertax return objective. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Active/Passive Growth Morningstar Active/Passive Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to investment selection. Active investments aim to increase return potential, and passive investments help portfolios remain diversified, low-cost, and tax-efficient. The Active/Passive Growth portfolio seeks long-term growth through investments in U.S. and international equities and modest but diverse allocations to fixed-income. The portfolio will experience volatility, but its bond holdings should provide it with a cushion in tough environments. It is intended for clients with at least a 10- to 15-year investment horizon. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Active/Passive Growth - Tax Sensitive Morningstar Active/Passive Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to investment selection. Active investments aim to increase return potential, and passive investments help portfolios remain diversified, low-cost, and tax-efficient. The Active/Passive Growth-Tax Sensitive portfolio seeks long-term growth through US and international stock and modest but diverse bond allocations. The portfolio will experience volatility, but bond holdings should provide some cushion. It is intended for clients with at least a 10- to 15-year horizon. This tax-aware strategy has an aftertax return objective. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Active/Passive Income & Growth Morningstar Active/Passive Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to investment selection. Active investments aim to increase return potential, and passive investments help portfolios remain diversified, low-cost, and tax-efficient. The Active/Passive Income & Growth portfolio seeks to provide some current income and mitigate capital loss with bonds, while stock holdings aim to guard against inflation. It is intended for clients who: seek both moderate capital appreciation and current income; value current income and stability; and have at least a three- to five-year investment horizon. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Active/Passive Income & Growth - Tax Sensitive Morningstar Active/Passive Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to investment selection. Active investments aim to increase return potential, and passive investments help portfolios remain diversified, low-cost, and tax-efficient. The A/P Income & Growth?Tax Sensitive portfolio seeks to provide current income and mitigate capital loss with bonds and guard against inflation with stocks. It is intended for clients who: seek both moderate growth and current income; value stability; and have at least a 3- to 5-year horizon. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Active/Passive Moderate Growth Morningstar Active/Passive Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to investment selection. Active investments aim to increase return potential, and passive investments help portfolios remain diversified, low-cost, and tax-efficient. The Active/Passive Moderate Growth portfolio seeks to provide balanced exposure to the stock and bond markets. It is intended for clients who primarily seek long-term capital appreciation with muted volatility. Generally, these clients have at least a five- to seven-year investment horizon. more Peter Dugery
Morningstar Investment Management, LLC Morningstar Active/Passive Moderate Growth - Tax Sensitive Morningstar Active/Passive Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to investment selection. Active investments aim to increase return potential, and passive investments help portfolios remain diversified, low-cost, and tax-efficient. The Active/Passive Moderate Growth-Tax Sensitive portfolio seeks balanced and varied exposure to stocks and bonds. It is intended for clients who primarily seek long-term capital appreciation with muted volatility. Generally, these clients have at least a 5- to 7-year horizon. This tax-aware strategy has an aftertax return objective. more Peter Dugery
Morningstar Investment Management, LLC Morningstar ETF Aggressive Growth Morningstar ETF Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class ETFs. The ETF Aggressive Growth portfolio seeks long-term capital appreciation, primarily through diversified investments in domestic and international equity ETFs. The strategy is susceptible to market volatility and is intended for financially stable clients with at least a 15-year time horizon. more Peter Dugery
Morningstar Investment Management, LLC Morningstar ETF Conservative Morningstar Mutual Fund Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class active managers. The Conservative portfolio’s fixed-income focus is designed to help provide current income while seeking to mitigate significant capital loss through diversified investments in domestic and international mutual funds. The portfolio’s modest equity holdings are designed to help guard against inflation. As a result, the strategy is intended for those who value current income and stability. It’s intended for clients with a one- to three-year time horizon. more Peter Dugery
Morningstar Investment Management, LLC Morningstar ETF Growth Morningstar ETF Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class ETFs. The ETF Growth portfolio seeks long-term capital appreciation through investments in ETFs representing domestic and international equities, and modest allocations to a diversified mix of fixed-income ETFs. The portfolio will experience volatility, but its fixed-income positions should provide it with a cushion in tough stock-market environments. This strategy is intended for clients with at least a 10- to 15-year time horizon. more Peter Dugery
Morningstar Investment Management, LLC Morningstar ETF Income & Growth Morningstar ETF Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class ETFs. The ETF Income & Growth portfolio balances its assets between stock and bond ETFs. Its fixed-income bias is designed to help provide some current income and seeks to mitigate significant capital loss, while its equity holdings are designed to help guard against inflation. It is intended for clients who: seek both moderate capital appreciation and current income; value current income and stability; and have at least a three- to five-year investment horizon. more Peter Dugery
Morningstar Investment Management, LLC Morningstar ETF Moderate Growth Morningstar ETF Asset Allocation portfolios use a valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class ETFs. The ETF Moderate Growth portfolio combines investments in equity and fixed-income ETFs to provide balanced and varied exposure to the stock and bond markets. It is intended for clients who primarily seek long-term capital appreciation with muted volatility. Generally, these clients have at least a five- to seven-year investment horizon. more Peter Dugery
MRM Asset Allocation Group, Inc. Dynamic International Dynamic International seeks to rotate investments among the country-specific and country-blended Exchange Traded Funds (ETFs) that offer the greatest potential for capital appreciation. more Robert Rafael
MRM Asset Allocation Group, Inc. Dynamic Overlay Dynamic Overlay is a quantitative and rules-based strategy. It seeks to manage downside risk while importing alpha from asset classes that may complement core allocations. more Robert Rafael
MRM Asset Allocation Group, Inc. Global Strategies Seeks to capitalize on investment opportunities throughout the world through the adherence to a strict investment philosophy. more Robert Rafael
MRM Asset Allocation Group, Inc. All Domestic Equity Using a quantitative bottom-up process to focus on identifying stocks with strong improving prices. Invest in up to 20 stocks that meet the criteria. more Robert Rafael
Mycroft Research, LLC Mycroft Research Folio The Folio is a conservative growth portfolio. more Peter George Psaras
Newfound Research Dynamic Alternatives The Newfound Dynamic Alternatives strategy seeks to provide a diversified return stream from a thoughtfully designed, multi-strategy alternatives core. more Corey Hoffstein
Newfound Research Multi Asset Income The Newfound Multi-Asset Income strategy seeks to generate an attractive risk-adjusted income profile within a disciplined risk management framework utilizing both traditional and alternative income. more Corey Hoffstein
Newfound Research Risk Managed Global Sectors The Newfound Risk Managed Global Sectors strategy provides access to core global equities within a disciplined risk-management framework that aims to side-step material drawdowns. more Corey Hoffstein
Newfound Research Risk Managed Small-Cap Sectors The Newfound Risk Managed Small-Cap Sectors strategy provides access to small-cap U.S. equities within a disciplined risk-management framework that aims to side-step material drawdowns. more Corey Hoffstein
Newfound Research Risk Managed U.S. Sectors The Newfound Risk Managed U.S. Sectors strategy provides access to large-cap U.S. equities within a disciplined risk-management framework that aims to side-step material drawdowns. more Corey Hoffstein
Newfound Research Tailwinds Conservative The Newfound Tailwinds Moderate strategy is a globally diversified, tactical portfolio with an emphasis on downside protection and upside participation with a conservative risk profile. more Corey Hoffstein
Newfound Research Tailwinds Growth The Newfound Tailwinds Growth strategy is a globally diversified, tactical portfolio with an emphasis on downside protection and upside participation with a growth risk profile. more Corey Hoffstein
Newfound Research Tailwinds Moderate The Newfound Tailwinds Moderate strategy is a globally diversified, tactical portfolio with an emphasis on downside protection and upside participation with a moderate risk profile. more Corey Hoffstein
Newfound Research Target Excess Yield +3% The Newfound Target Excess Yield +3% strategy is a globally diversified bond portfolio targeting +3% yield above a 1-3 year U.S. Treasury index with minimal volatility. more Corey Hoffstein
Newfound Research Target Excess Yield +4% The Newfound Target Excess Yield +4% strategy is a globally diversified bond portfolio targeting +4% yield above a 1-3 year U.S. Treasury index with minimal volatility. more Corey Hoffstein
Newfound Research U.S. Factor Defensive Equity The Newfound U.S. Factor Defensive Equity strategy provides access to factor-based U.S. equity exposure within a disciplined risk-management framework that aims to side-step material drawdown. more Corey Hoffstein
Newfound Research Total Return The Newfound Total Return portfolio seeks to provide a similar income and return profile of a core bond portfolio with less interest rate sensitivity. more Corey Hoffstein
Pax World Investment Management Pax World Large Cap Equity The Pax World Equity Strategy seeks to outperform the S&P 500 Index by investing, primarily in large- cap companies that exhibit “Growth at a Reasonable Price” (GARP). The strategy employs a top-down approach for sector allocation, while using a bottom up analysis for individual security selection. more Christopher Brown
Pax World Investment Management Pax World Multi Cap Growth The Pax World Growth Fund seeks to outperform the Russell 3000 Growth Index by investing in reasonably valued companies with above-average growth potential and strong management teams with sustainable business models. more Christopher Brown
Pax World Investment Management Pax World Small Cap Growth The Pax World Small Cap Fund seeks to outperform the Russell 2000 Index by investing in small-cap companies with strong fundamentals, finding particular value in innovative companies that are believed to be well-positioned to grow through all phases of the business cycle. more Christopher Brown
Pension Partners, LLC ATAC Aggressive Rotation The strategy’s objective is to achieve absolute returns in both expansionary and contractionary environments. more Edward Dempsey
Provident Capital Management, INC. PCM Global Tactical The primary objective of PCM Global Tactical Composite is consistent postive total return. more Melissa Wieder
Provident Capital Management, Inc PCM U.S. Industries The objective of PCM’s U.S. Industries Total Return Composite is positive returns regardless of market direction. more Melissa Wieder
Provident Capital Management, INC. Socially Responsible Quant Overlay of SR Equities. more Melissa Wieder
Provident Capital Management, INC. PCM Total Return Portfolio The objective of PCM’s Total Return Portfolio is consistent positive total returns with low draw down. more Melissa Wieder
Provident Capital Management, Inc PCM Alpha One Total Return The objective of PCM’s Alpah one Composite is total return regardless of market direction. more Melissa Wieder
Provident Capital Management, Inc PCM Absolute Bond The primary objective of PCM Absolute Bond Composite is low volatility and consistent income. more Melissa Wieder
Q3 Asset Management Alternative Edge Mutual fund based strategy which provides the non-correlation and non-traditional asset class exposure of alternative investments, but does so utilizing mutual funds which provide liquidity and diversification not normally available to individual investors. Alternative Edge actively rotates holdings using a proprietary algorithm designed to identify the best performers from a universe of over 40 publicly-traded alternative funds. The strategy also has the ability to go defensive if the system determines that the safety of cash is preferable to any available investment options. Alternative Edge is actively managed on a weekly basis to more quickly adapt to changing market conditions. more Adam Quiring
Q3 Asset Management Q3 Adaptive High Yield Attempts to capitalize on intermediate-term trends within the high-yield bond arena. When a buy signal is generated, the program will purchase one or more high-yield bond funds. The strategy reviews the market daily and maintains the ability to shift assets to the safety of a money-market fund during adverse market conditions. Over the long term, the program is expected to re-allocate 4 - 8 times each year. In addition to traditional high yield bond funds, municipal high-yield bond funds may be utilized. more Adam Quiring
Q3 Asset Management Q3 Bull Cipher A long/neutral strategy that invests in Nasdaq 100 Index Funds. Signals are generated on a daily basis and may be short-term in nature. While the strategy focuses on mean-reversion based set-ups, trend-following and breakout trades may also be used. Bull Cipher is an absolute return program that seeks a positive rate of return over the course of a calendar year regardless of market conditions. The strategy may be positioned 100% in money market funds for periods of time, waiting for high probability opportunities to present themselves. Considered a “moderate” strategy from a risk standpoint. more Adam Quiring
Q3 Asset Management Q3 EA-Sector ETF Conservative ETF-based strategy follows a systematic, asset allocation model with the added ability to adapt to changing market conditions. The strategy employs momentum investing which analyzes and ranks a diverse universe of sector and fixed income funds based on recent performance. The strategy invests in the highest ranked securities under the premise that they will continue to be strong performers for the next period. EA Sector ETF improves upon a momentum investing approach by evaluating the general market conditions prior to investing. During unfavorable market conditions the strategy will allocate all of an investor’s portfolio to fixed income or money market funds in an effort to preserve capital. During favorable market conditions the strategy ranks all available equity and bond funds using a proprietary momentum based algorithm. Client accounts are then re-allocated to the six top-ranked equity funds, and the three top-ranked bond funds. Our research has shown that that the program will be invested in the top-ranked funds approximately 75% of the time and invested entirely in bonds approximately 25% of the time. EA Sector ETF allows an investor to participate in rising equity markets, and just as importantly, maintain the ability to preserve capital during adverse market conditions. The strategy is offered in conservative, moderate and growth risk profiles. more Adam Quiring
Q3 Asset Management Q3 EA-Sector ETF Growth ETF-based strategy follows a systematic, asset allocation model with the added ability to adapt to changing market conditions. The strategy employs momentum investing which analyzes and ranks a diverse universe of sector and fixed income funds based on recent performance. The strategy invests in the highest ranked securities under the premise that they will continue to be strong performers for the next period. EA Sector ETF improves upon a momentum investing approach by evaluating the general market conditions prior to investing. During unfavorable market conditions the strategy will allocate all of an investor?s portfolio to fixed income or money market funds in an effort to preserve capital. During favorable market conditions the strategy ranks all available equity and bond funds using a proprietary momentum based algorithm. Client accounts are then re-allocated to the six top-ranked equity funds, and the three top-ranked bond funds. Our research has shown that that the program will be invested in the top-ranked funds approximately 75% of the time and invested entirely in bonds approximately 25% of the time. EA Sector ETF allows an investor to participate in rising equity markets, and just as importantly, maintain the ability to preserve capital during adverse market conditions. The strategy is offered in conservative, moderate and growth risk profiles. more Adam Quiring
Q3 Asset Management Q3 EA-Sector ETF Moderate ETF-based strategy follows a systematic, asset allocation model with the added ability to adapt to changing market conditions. The strategy employs momentum investing which analyzes and ranks a diverse universe of sector and fixed income funds based on recent performance. The strategy invests in the highest ranked securities under the premise that they will continue to be strong performers for the next period. EA Sector ETF improves upon a momentum investing approach by evaluating the general market conditions prior to investing. During unfavorable market conditions the strategy will allocate all of an investor?s portfolio to fixed income or money market funds in an effort to preserve capital. During favorable market conditions the strategy ranks all available equity and bond funds using a proprietary momentum based algorithm. Client accounts are then re-allocated to the six top-ranked equity funds, and the three top-ranked bond funds. Our research has shown that that the program will be invested in the top-ranked funds approximately 75% of the time and invested entirely in bonds approximately 25% of the time. EA Sector ETF allows an investor to participate in rising equity markets, and just as importantly, maintain the ability to preserve capital during adverse market conditions. The strategy is offered in conservative, moderate and growth risk profiles. more Adam Quiring
Q3 Asset Management Q3 SA-Sector ETF Conservative ETF-based strategy follows a systematic approach that can be thought of as an asset allocation model with the ability to adapt to changing market conditions. The methodology embraces the concept of momentum investing which analyzes and ranks funds based on recent performance. The program invests in the highest ranked funds under the premise that they will continue to be strong performers for the next period. Sector ETF re-allocates client accounts into the six top-ranked equity funds, and the three top-ranked bond funds. During adverse market conditions, income oriented investments may become a larger portion of the portfolio. The program attempts to provide the investor with superior returns and reduced volatility relative to a passively managed benchmark. Strategic Allocation is offered in conservative, moderate and growth risk profiles. more Adam Quiring
Q3 Asset Management Q3 SA-Sector ETF Growth ETF-based strategy follows a systematic approach that can be thought of as an asset allocation model with the ability to adapt to changing market conditions. The methodology embraces the concept of momentum investing which analyzes and ranks funds based on recent performance. The program invests in the highest ranked funds under the premise that they will continue to be strong performers for the next period. Sector ETF re-allocates client accounts into the six top-ranked equity funds, and the three top-ranked bond funds. During adverse market conditions, income oriented investments may become a larger portion of the portfolio. The program attempts to provide the investor with superior returns and reduced volatility relative to a passively managed benchmark. Strategic Allocation is offered in conservative, moderate and growth risk profiles. more Adam Quiring
Q3 Asset Management Q3 SA-Sector ETF Moderate ETF-based strategy follows a systematic approach that can be thought of as an asset allocation model with the ability to adapt to changing market conditions. The methodology embraces the concept of momentum investing which analyzes and ranks funds based on recent performance. The program invests in the highest ranked funds under the premise that they will continue to be strong performers for the next period. Sector ETF re-allocates client accounts into the six top-ranked equity funds, and the three top-ranked bond funds. During adverse market conditions, income oriented investments may become a larger portion of the portfolio. The program attempts to provide the investor with superior returns and reduced volatility relative to a passively managed benchmark. Strategic Allocation is offered in conservative, moderate and growth risk profiles. more Adam Quiring
Q3 Asset Management Q3 Voyage Conservative ETF-based strategy which strategically allocates among global/domestic/smart beta equities, alternative assets, and bonds. The strategy is designed to actively adjust to the strongest performers in each category and may apply defensive techniques during periods of market uncertainty. Each asset category utilizes the concept of momentum to analyze and rank an assortment of ETFs based on their recent performance. The strategy invests in the highest ranked funds under the premise that they will continue to be strong performers for the next period. Voyage holds 10-15 funds to optimize diversification. The equity category includes cash as an investment option, so during periods of weakness a portion of that portfolio may be allocated to cash in an effort to minimize losses. ETFs in the universe are systematically screened for several factors, including liquidity, volatility and performance, to ensure an optimal mix of investment choices. Accounts are reviewed weekly, though positions are held for at least 45 days. The strategy is offered in conservative, moderate and growth risk profiles. more Adam Quiring
Q3 Asset Management Q3 Voyage Growth ETF-based strategy which strategically allocates among global/domestic/smart beta equities, alternative assets, and bonds. The strategy is designed to actively adjust to the strongest performers in each category and may apply defensive techniques during periods of market uncertainty. Each asset category utilizes the concept of momentum to analyze and rank an assortment of ETFs based on their recent performance. The strategy invests in the highest ranked funds under the premise that they will continue to be strong performers for the next period. Voyage holds 10-15 funds to optimize diversification. The equity category includes cash as an investment option, so during periods of weakness a portion of that portfolio may be allocated to cash in an effort to minimize losses. ETFs in the universe are systematically screened for several factors, including liquidity, volatility and performance, to ensure an optimal mix of investment choices. Accounts are reviewed weekly, though positions are held for at least 45 days. The strategy is offered in conservative, moderate and growth risk profiles. more Adam Quiring
Q3 Asset Management Q3 Voyage Moderate ETF-based strategy which strategically allocates among global/domestic/smart beta equities, alternative assets, and bonds. The strategy is designed to actively adjust to the strongest performers in each category and may apply defensive techniques during periods of market uncertainty. Each asset category utilizes the concept of momentum to analyze and rank an assortment of ETFs based on their recent performance. The strategy invests in the highest ranked funds under the premise that they will continue to be strong performers for the next period. Voyage holds 10-15 funds to optimize diversification. The equity category includes cash as an investment option, so during periods of weakness a portion of that portfolio may be allocated to cash in an effort to minimize losses. ETFs in the universe are systematically screened for several factors, including liquidity, volatility and performance, to ensure an optimal mix of investment choices. Accounts are reviewed weekly, though positions are held for at least 45 days. The strategy is offered in conservative, moderate and growth risk profiles. more Adam Quiring
Quartz Partners, LLC Quartz Equity This global equity ETF strategy is tactically managed to adapt to changing market conditions. During periods in which capital preservation measures are undertaken, up to a 100% allocation in cash or equivalent securities may be used. more Kyle P. Webber
Quartz Partners, LLC Quartz Spectrum This global all-asset tactical allocation strategy will dynamically rebalance to changing market conditions in an unconstrained manner. During periods in which capital preservation measures are undertaken, up to a 100% allocation in cash or equivalent securities may be used. more Kyle P. Webber
Quartz Partners, LLC Quartz Yield Plus This tactical asset allocation strategy will focus on fixed income and yield generating ETFs. During periods in which capital preservation measures are undertaken, up to a 100% allocation in cash or equivalent securities may be used. more Kyle P. Webber
Quartz Partners, LLC Quartz High Yield Legacy This tactical asset allocation model primarily invests in High yield corporate bond ETFs, with US Treasuries ETFs and/or cash or equivalents serving as defensive options. more Kyle P. Webber
Quartz Partners, LLC adaptCORE Aggressive Growth A diversified mix of Quartz tactical asset allocation strategies, the adaptCORE Portfolio Series combine multiple Strategies into a single portfolio. more Kyle P. Webber
Quartz Partners, LLC adaptCORE Long-Term Growth A diversified mix of Quartz tactical asset allocation strategies, the adaptCORE Portfolio Series combine multiple Strategies into a single portfolio. more Kyle P. Webber
Quartz Partners, LLC adaptCORE Moderate Growth A diversified mix of Quartz tactical asset allocation strategies, the adaptCORE Portfolio Series combine multiple Strategies into a single portfolio. more Kyle P. Webber
Quartz Partners, LLC adaptCORE Conservative Growth A diversified mix of Quartz tactical asset allocation strategies, the adaptCORE Portfolio Series combine multiple Strategies into a single portfolio. more Kyle P. Webber
Rabbitt Analytics, Inc. Enhanced S&P 500 Quantitatively selected S&P 500 stocks. more Paul Rabbitt
Rabbitt Analytics, Inc. Growth-At-A-Reasonable-Price High growth, good value, mid-cap. more Paul Rabbitt
Rabbitt Analytics, Inc. Sector Neutral Core High Growth, low beta, quantitative. more Paul Rabbitt
Rabbitt Analytics, Inc. Value Mid-Cap Value Quantitative. more Paul Rabbitt
Retirement Wealth Advisors FF 2.0 Formula Folio FF 2.0 (Long/Short). more Jason Wenk
Retirement Wealth Advisors Income FormulaFolio Tactical ETF Bond Portfolio. more Jason Wenk
Retirement Wealth Advisors International FormulaFolio International (Individual Equities). more Jason Wenk
Retirement Wealth Advisors Large Cap FormulaFolio Large Cap (Individual Equities). more Jason Wenk
Retirement Wealth Advisors Market Rotation FormulaFolio Tactical ETF Bond Portfolio. more Jason Wenk
Retirement Wealth Advisors Mid Cap FormulaFolio Mid Cap (Individual Equities). more Jason Wenk
Retirement Wealth Advisors Multi Cap FormulaFolio Multi Cap (Individual Equities). more Jason Wenk
Retirement Wealth Advisors Small Cap FormulaFolio Small Cap (Individual Equities). more Jason Wenk
Retirement Wealth Advisors Total Return Equity FormulaFolio Total Return Equity (Absolute Return). more Jason Wenk
Retirement Wealth Advisors Total Return Income FormulaFolio Tactical ETF Bond Portfolio. more Jason Wenk
Retirement Wealth Advisors VaR 100 FormulaFolio Tactical ETF Portfolio. more Jason Wenk
Secure Money Strategies Long/Short Goal is Absolute Returns Annually: Trending SPY, DIA, QQQ (or inverse) ETFs. more Allen Trimble
Secure Money Strategies High Yield Bond Trending Goal is Absolute Returns Annually. more Allen Trimble
SFE Investment Counsel Inc SFE All-Cap Core Growth & Income Concentrated total return strategy designed to outperform S&P 500 while taking less-than-market risk. more David J. Thomsen
SFE Investment Counsel Inc SFE Pathways™ (SRI) All-Cap Pathways™ takes an uncompromising approach to SRI; seeking both social and financial returns. more David J. Thomsen
Shell Capital Management, LLC ASYMMETRY Global Tactical Absolute return objective applying risk management and directional trend systems to a global universe of exchange traded securities (ETFs, etc.), cash, currency, bonds, stocks, and alternatives. more Mike Shell
Shrier Associates, LLC Dual Momentum Sector Rotation Developed by Gary Antonacci as the implementation of the concepts derived from his 1st place winning paper of the 2012 NAAM Wagner Awards for Advances in Active Investment Management. more Rick Shrier
Sigma Advantage Investments (SAI) Aggr. MutualFund-Tax Have better long term returns than the S&P 500 at a lower risk level. Trades made twice a year to minimize tax impact. more Robert Sloma
Sigma Advantage Investments (SAI) Aggr. Mutual Fund Have better long term returns than the S&P 500 at a lower risk level. more Robert Sloma
Sigma Advantage Investments (SAI) Aggr. Stock - Tax Have better long-term returns than the S&P 500 with a similar risk level. Trade twice a year to minimize tax impact. more Robert Sloma
Sigma Advantage Investments (SAI) Aggressive Stock Have better long term returns than the S&P 500 at a similar risk level. more Robert Sloma
Sigma Advantage Investments (SAI) Conserv MF - Tax Have returns ranging between 4%–7% with a minimum of risk. Trade twice a year to minimize tax impact. more Robert Sloma
Sigma Advantage Investments (SAI) Conserv Mutual Fund Have annual returns ranging between 4%–7% with a minimum of risk. more Robert Sloma
Sigma Advantage Investments (SAI) Conserv Stock - Tax Have returns ranging between 4%–7% with a minimum of risk. Trade twice a year to minimize tax impact. more Robert Sloma
Sigma Advantage Investments (SAI) Moderate Risk MF-Tax Have better long-term returns than the S&P 500 at a risk level half way between the Aggressive and Conservative Portfolios. more Robert Sloma
Sigma Advantage Investments (SAI) Moderate Risk MF Have better long term returns than the S&P 500 at a risk level half way between the Aggressive and Conservative Portfolios. more Robert Sloma
Sigma Advantage Investments (SAI) Moderate Stock-Tax Have better long term returns than the S&P 500 at a risk level half way between the Aggressive and Conservative Portfolios. more Robert Sloma
Sigma Advantage Investments (SAI) Moderate Risk Stock Have better long-term returns than the S&P 500 at a risk level half way between the Aggressive and Conservative Portfolios. more Robert Sloma
Sigma Advantage Investments (SAI) Conservative Stock Have returns ranging between 4%–7% with a minimum of risk. more Robert Sloma
Spouting Rock Financial Spouting Rock Alternative Growth Strategy Seeks to generate annualized returns similar to the S&P 500 over 7–10 year periods with less downside risk and limited beta compared to the S&P 500. The strategy diversifies exposures through investments in alternative mutual funds. more Thomas Quinn
Spouting Rock Financial Spouting Rock Alternative Income Strategy Seeks to generate dividend and interest income while protecting principal from rising interest rates and inflation. The strategy utilizes alternative mutual funds and seeks to minimize capital gains. more Erich Hickey
Strategic Partners Investment Advisors, Inc. SPIA Municipal ETF Tactical Model Seeks an attractive level of income free from Federal income taxes, while minimizing volatility. The model tactically invests in a basket of high quality municipal bond Exchange Traded Funds. more Harris May
Strubel Investment Management LLC Dividend Growth Long-term capital appreciation & income through quality dividend stocks. Manager is invested in the fund. more Ben Strubel
Summit Investment Management, Ltd Catholic Values 100 Capital Appreciation through the investment in a Christian-based group of growth and value stocks. more Thomas J. Czech
Summit Investment Management, Ltd Summit All-Cap Core 100 Capital Appreciation through the investment in a multi-cap group of quality growth and value stocks. more Thomas J. Czech
Summit Investment Management, Ltd Summit Equity Yield Income and secondarily, growth, through the purchase of midcap and large higher quality common stocks. more Thomas J. Czech
Summit Investment Management, Ltd Summit Global Stocks Capital Appreciation through the investment in large U.S. international firms and Large Cap ADR's. more Thomas J. Czech
Summit Investment Management, Ltd Summit Growth 100 Growth through the investment in a multi-cap selection of higher quality growth stocks. more Thomas J. Czech
Sycamore Financial Group Large Cap Growth and Income This portfolio is designed to produce reasonably competitive results compared to the S&P 500 over a long period with a focus on tax efficiency and reduced volatility. This portfolio is best suited for investors that can withstand significant stock market fluctuations. more Craig Smith
Sycamore Financial Group Balanced 60/40 This portfolio consists of 60% equity based on our Large Cap Growth and income portfolio and 40% Fixed investments. more Craig Smith
Sycamore Financial Group Balanced 70/30 This portfolio consists of 70% equity based on our Large Cap Growth and income portfolio and 30% Fixed investments. more Craig Smith
Sycamore Financial Group Balanced 80/20 This portfolio consists of 80% equity based on our Large Cap Growth and income portfolio and 20% Fixed investments. more Craig Smith
Sycamore Financial Group Balanced 90/10 This portfolio consists of 90% equity based on our Large Cap Growth and income portfolio and 10% Fixed investments. more Craig Smith
Sycamore Financial Group Mid-Cap Growth and Income This portfolio seeks to buy undervaluded mid-cap companies that offer reduced risk and consistency of growth over a long time line. Tax efficiency and reduced volatility are secondary considerations. This portfolio is best suited for aggressive investors. more Craig Smith
Triboro Investment Management Triboro Socially Responsible All Cap The objective is to outperform the MSCI KLD 400 Social Index over a market cycle. more Philip Mendelsohn
Triboro Investment Management Triboro All Cap Core The objective is to outperfom the Russell 3000 over a market cycle. more Philip Mendelsohn
USAfolios LLC Tactical Income Current income utilizing Dorsey Wright methodology to tactically and actively manage strategy using ETFs exclusively. more Daniel Evans
USAfolios LLC Tactical Conservative Current income utilizing Dorsey Wright methodology to tactically and actively manage strategy using ETFs exclusively. Secondary emphasis on capital appreciation. more Daniel Evans
USAfolios LLC Tactical Balanced Maximize total return utilizing Dorsey Wright’s relative strength methodology tactically managing a balanced allocation of equity and fixed income ETFs. more Daniel Evans
USAfolios LLC Tactical Appreciation Capital appreciation utilizing the Dorsey Wright relative strength methodology tactically managing ETFs exclusively with a secondary focus on current income. more Daniel Evans
USAfolios LLC Tactical Aggressive Maximize capital appreciation utilizing Dorsey Wright’s relative strength methodology. Tactically manage strategy using ETFs with a secondary consideration for current income. more Daniel Evans
Validea Capital Management, LLC Consensus Portfolio Systematic all-cap strategy combining proven investment methods. more John Reese
Validea Capital Management, LLC Dividend Value Portfolio Systematic mid to large-cap strategy with focus on value and income. more John Reese
Validea Capital Management, LLC Hot List Portfolio Ultra focused systematic strategy consisting of top ranked securities in entire universe. more John Reese
Validea Capital Management, LLC International Portfolio Systematic large-cap international strategy with focus on relative value. more John Reese
Validea Capital Management, LLC Market Rotation Portfolio Systematic all-cap strategy with ability to move out of equities to protect capital. more John Reese
Wallick Investments, LLC Core Growth To outperform the Wilshire 5000 using consistent, disciplined security-selection process. more Daniel Wallick
Wallick Investments, LLC Core Value To outperform the S&P 500 using a consistent, disciplined security-selection process. more Daniel Wallick
Wallick Investments, LLC Small-Cap Growth To outperform the S&P 600 Small-Cap index using a consistent, disciplined security-selection process. more Daniel Wallick
Wallick Investments, LLC International To outperform the MSCI EAFE index using a consistent, disciplined security-selection process. more Daniel Wallick
Wallick Investments, LLC Large-Cap Growth To outperform the S&P 500 using a consistent, disciplined security-selection process more Daniel Wallick
Wallick Investments, LLC Mid-Cap Growth To outperform the Russell Mid-Cap index using a consistent, disciplined security-selection process. more Daniel Wallick
Williams Market Analytics, LLC Dynamic Global Rotation Strategy The strategy seeks to outperform a global equity benchmark index (MSCI All-World) both in bull markets and in bear markets, using a disciplined, systematic rotation strategy among equity sectors, country indexes, and other asset classes. more Owen Williams, CFA
Williams Market Analytics, LLC WMA Dynamic Nasdaq-100 Portfolio To outperform the Nasdaq-100 Equal-Weight Index in both bull and bear markets by systematically investing in a sub-section of the index components through the WMA trading models. more Owen Williams, CFA
Williams Market Analytics, LLC WMA Dynamic S&P 100 Portfolio To outperform the S&P 100 Equal-Weight Index in both bull and bear markets by systematically investing in a sub-section of the index components through the WMA trading models. more Owen Williams, CFA
Williams Market Analytics, LLC WMA Homeland Security Index Tracker Fund The WMA Homeland Security Index seeks to profit from the increasing flow of money into the war on terrorism and security in our daily lives, from cyber-attacks to screenings at airports. more Owen Williams, CFA
Williams Market Analytics, LLC WMA Roads, Bridges, & Water Index Tracker Fund The WMA Roads, Bridges, & Water index was created to track U.S. stocks that will be the likely beneficiaries of the new President’s plan to rebuild America’s infrastructure. more Owen Williams, CFA
Winterset Investments Active/Edge™ Balanced The investment seeks long-term growth of principal, while tactically seeking opportunites in fixed income and equity asset classes. Active/Edge™ Balanced is based on an algorithm that is a quantitative, model-driven investment system. more Douglas Dorr
Winterset Investments Active/Edge™ Conservative The investment seeks long-term growth of principal, while tactically seeking opportunites in fixed income and equity asset classes. Active/Edge™ Conservative is based on an algorithm that is a quantitative, model-driven investment system. more Douglas Dorr
Winterset Investments Active/Edge™ Diversified Growth The investment seeks long-term growth of principal, while tactically seeking opportunites in fixed income and equity asset classes. Active/Edge™ Diversified Growth is based on an algorithm that is a quantitative, model-driven investment system. more Douglas Dorr
Winterset Investments Active/Edge™ Core The investment seeks long-term growth of principal, while tactically seeking opportunites in fixed income and equity asset classes. Active/Edge™ Core is based on an algorithm that is a quantitative, model-driven investment system. more Douglas Dorr
Winterset Investments Active/Edge™ Focused Growth The investment seeks long-term growth of principal, while tactically seeking opportunites in fixed income and equity asset classes. Active/Edge™ Focused Growth is based on an algorithm that is a quantitative, model-driven investment system. more Douglas Dorr
Winterset Investments Active/Edge™ Moderate Hybrid The investment seeks long-term growth of principal, while tactically seeking opportunites in fixed income and equity asset classes. Active/Edge™ Moderate Hybrid is based on an algorithm that is a quantitative, model-driven investment system. more Douglas Dorr
Zacks Investment Management, Inc. Dividend The strategy seeks tax efficient returns from both capital appreciation and dividends. more Greg Murphy
Zacks Investment Management, Inc. Focused Growth The strategy seeks to invest in large-cap stocks with high projected earnings and growth to provide stronger returns than the Russell 1000 growth. more Greg Murphy
Zacks Investment Management, Inc. International The strategy seeks diversification through investments in developed and emerging nations. more Greg Murphy
Zacks Investment Management, Inc. MLP Diversification and total return through investments in MLP’s, business development companies and U.S. Royalty Trust. more Greg Murphy
Zacks Investment Management, Inc. Rank The objective of the strategy is to provide risk-adjusted returns and diversification benefits relative to the S&P 500 index. more Greg Murphy
Zevin Asset Management, LLC Global Appreciation Risk averse top down approach investing in global equities and fixed income. more Sonia Kowal
Zevin Asset Management, LLC Global Appreciation with Income Risk-Averse top down approach with a balanced mandate. more Sonia Kowal
Zevin Asset Management, LLC Global Equity The strategy seeks long-term capital appreciation by investing in quality large-cap companies around the world. more Sonia Kowal

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