Buy High, Sell Higher
Focused, stock-based strategies, utilizing proprietary momentum indicators to identify issues demonstrating strength with the potential for continued upside performance.
There is no assurance objectives will be realized.
There is a risk of loss with all of Q3’s investment strategies.
Tactically Balancing Risk & Return
An actively managed investment strategy that seeks a positive rate of return over a calendar year regardless of market conditions.
FIVE-STAR TACTICAL ALLOCATION STRATEGY
*Data Through 12/31/2020 – Morningstar Tactical Allocation Category
Outperformed 97% of comparable SMAs based on total return for trailing 3 years through 2020