TacticalSHIFT® is an optional strategy for our clients, designed to temporarily move assets away from stocks/equites and into bonds when the TacticalSHIFT® models determine high market risk. Ultimately, portfolios are returned to the original asset allocation when risk is reduced.
With the TacticalSHIFT® strategy, your bear market safety net, we make the portfolio shifts for you, therefore helping to remove the negative effects of human emotion from the investment equation.
