CONQUEST Global Tactical Asset Allocation

Are you taking advantage of the fullest spectrum of assets possible to achieve better and more consistent portfolio performance? The CONQUEST portfolio seeks to add value by actively allocating assets among U.S. equities, bonds, commodities, and foreign assets. The approach is intended to reduce overall risk in three ways: by using multi-asset and global diversification to help mitigate risk associated with owning individual securities, improving liquidity through the use of highly marketable ETFs, and by investing in many asset classes that behave differently from one another as economic and market conditions change.

CONQUEST is a core portfolio strategy that is designed to:

1. Make the most of the benefits offered by multiple asset, global coverage;
2. Simplify portfolio construction using Exchange Traded Funds;
3. Utilize sound investment principles plus diversification;
4. Offer the control, transparency, and tax benefits of a separately managed portfolio; and
5. Employ institutional quality managers, including Joseph V. Battipaglia.

We have constructed over ten different portfolios to suit the needs of different investor types, based upon risk tolerance. These portfolios range from a “conservative” portfolio with a primary emphasis on stability of principal to an “aggressive growth” portfolio that places a greater emphasis on total return with commensurately more risk. Working together with your Financial Advisor, we can help guide you toward an ETF strategy that provides a growth potential level that fits with your tolerance for risk.

Please see important disclosures.