All Season

The All Season strategy can best be described as our flagship core strategy with the intent of earning consistent positive returns with low correlation to the MSCI World Stock Index and significantly reduced risk of capital loss through all market conditions.

Specifically, the strategy allocates assets among five different modules each operating with a different set of criteria as shown in the investment allocation.

All Season uses individual stock, specialty mutual funds, exchange-traded funds, and master limited partnerships as primary investments. High risk-adjusted returns are generated through our proprietary net exposure analysis, selection criteria, and position sizing methodology.

Gain Keeper

Gain Keeper, our variable annuity strategy managed by All Season, dynamically allocates capital across asset classes giving clients exposure to global equities, bonds, real estate, and commodities.

The portfolio is composed of mutual funds that are available on the annuity platform using after tax dollars.