Wealth Management Strategy Selection

Education is the key to transparency and we want to help you understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan so you can live your life by design, not by default.

Disciplined Investment Management

Disciplined investment strategies are the foundation of our investment management process, which are built to a specific model based on your Family Index Number. Our process-driven, time-tested strategies are managed by our Investment Committee, comprised of a dedicated team of portfolio managers as well as fundamental and technical analysts and strategists.

Irreplaceable Capital

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Advance & Protect

For those who are more concerned with protecting assets and minimizing their potential losses, Advance & Protect is a good strategy to consider. As the markets go down, Advance & Protect seeks to limit the downside to -10%.


Swan Defined Risk

The Swan Global strategy seeks to protect against market downturns while minimizing possible losses and is designed for those with a longer investment time horizon.



AP20 is very similar to Advance & Protect; however, it seeks to limit potential losses to -20%. This strategy is designed for investors who are focused on asset protection but are willing to accept higher risk for the potential of higher returns.

Mission Series

The Mission Series of strategies are designed for clients seeking downside protection but still looking for potential upside capture. The strategies employ quantitative analysis combine precise combinations of fixed income securities and options.


Protector Series

Protector Series

The Protector Series of strategies are designed with portfolio protection in mind. Allocations will be selected based on their alignment with the research team’s long-term asset allocation outlook and the risk level of the portfolio.


Eaton Vance

The Eaton Vance strategy is a customized portfolio of municipal or corporate bonds and seeks to generate income from these investments.

Short Term Bond

Short Term Bond allocates to fixed income exchange traded funds (ETFs) primarily invests in high quality corporate, treasury and inflation-protected bonds with a focus on shorter maturities.

Strategic Income Model

This strategy may be appropriate for those looking to generate income through various investment opportunities in the bond market.

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Write Income

As markets change, analysts can begin to identify trends. The Trend strategy is designed to adapt to changing markets and invest in areas that are trending up while avoiding those that are going down.


All Seasons Tactical

As the markets move up and down, All Seasons Tactical is designed to navigate these changes. This strategy attempts to invest in stocks and bonds that are moving up while avoiding those going down.

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Day Hagan Tactical Dividend

The Day Hagan Tactical Dividend strategy actively seeks companies that generate income for shareholders (in the form of dividends) while also providing long-term growth opportunities.

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Focused Energy

The Focused Energy strategy invests in alternative energy sources such as shale drilling, off shore drilling, natural gas and other nontraditional energy sources.

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The QBI Low Volatility strategy is a concentrated portfolio designed to offer lower volatility than the market. The strategy will move independently of the market over time with performance driven by its quantitative and fundamental investment process.

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Global Horizons

Global Horizons invests in companies around the world who generate the majority of their growth from foreign markets.

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LongTerm Trend

For investors looking for growth and have longer time horizons, LongTerm Trend may be a strategy to consider. This strategy invests in large companies deemed undervalued with significant growth potential over 3-5 years.

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Perennial Growth

Similar to LongTerm Trend, Perennial Growth is a growth strategy for those with a longer time horizon. However, rather than investing in large companies, Perennial Growth invests in small or midsized companies with significant growth potential in the next 3-5 years.

Specialty Strategies

Passport Select

A strategy for qualified investors that offers differentiated and unique investment options.

Relative Value Fund

This fund may be appropriate for investors seeking a unique way to diversify their portfolios with a differentiated, multi-manager approach.

Strategic Alternative Model

This strategy could be appropriate for those looking to invest in nontraditional assets.

Select Long/Short

Select Long/Short seeks firms with strong margins, high returns on capital, healthy balance sheets and meaningful barriers to entry.


Pure Market Blend

The Pure Market Blend strategy is a good option for investors who prefer to invest in the U.S. and are looking for investments that perform similarly to well-known domestic stock and bond indices.

Diversified Blend

Similar to the Benchmark strategy, Diversified Blend is a good option for investors looking for global market exposure. The difference is, this strategy is passively managed for those with a long-term investment time horizon.


There are countless options when it comes to global stocks and bonds available to investors. Benchmark is a strategy that gives you a very broad and diverse mix of global investments and performs similarly to the global markets.

Sustainable Impact

The Sustainable Impact Strategy seeks to invest in a portfolio of exchange traded funds (ETFs) whose holdings have a positive environmental, social, governance (ESG) and impact characteristics. The ETFs used incorporate ESG screens or societal impact as part of their construction methodology.

Total Market Tilt

This strategy emphasizes a portfolio with characteristics designed to increase allocations towards key factors.

Global Macro

There are many markets across the world that have significant potential for growth. Global Macro is a strategy that identifies the regions believed to have the most growth opportunity and invests in those areas.


As markets change, analysts can begin to identify trends. The Trend strategy is designed to adapt to changing markets and invest in areas that are trending up while avoiding those that are going down.

Wealth Designed. Life Defined.®

Our process for uncovering your True Wealth is thorough, precise and personalized. We call our approach the “Wealth Designed. Life Defined.” process – to help you understand our methodology in helping you reach a higher purpose for your wealth. Explore services