Featured Strategies

Q3's diverse range of actively managed investment strategies are designed to help financial professionals reduce risk and manage client expectations. We believe a systematic approach that maintains the ability to adapt to changing market conditions offers investors the best chance for success.

Bull Cipher (Tactical Equity)

Strategy Methodology

Bull Cipher is a long/neutral strategy that invests in the S&P 500 and Nasdaq 100 . The strategy focuses on mean-reversion based setups. Signals are generated on a daily basis and tend to be short-term in nature.

Voyage Moderate (Active Asset Allocation)

Strategy Methodology

Voyage monitors a wide assortment of equities, alternative assets, and bonds. Each week, Q3's systematic investment ranking process selects the strongest performers within each sleeve. During periods of market weakness, the strategy may increase exposure to defensive segments of the market.

Tactical High Yield (Tactical Bond)

Strategy Methodology

Tactical High Yield attempts to capitalize on trends within the high yield bond market. When a buy signal is generated, the model will purchase one or more high-yield bond funds. The strategy reviews the market daily and expected to be invested in high-yield bonds approximately 50% of the time.

SA-Sector Moderate (Sector Rotation)

Strategy Methodology

Strategic Allocation Sector (SA Sector) embraces the concept of momentum investing which analyzes and ranks an assortment of sector and bond funds based on relative strength. The strategy invests in the highest ranked funds under the premise that they will continue to be strong performers for the next 31-day cycle.

Strategic Diversification is an advanced approach to portfolio management. We believe successful portfolio construction should balance return goals with risk management. With that in mind, we recommend combining non-correlated strategies to achieve the highest risk-adjusted return potential.