Broker Check

Investment Strategies

The most common strategy in the industry is passive buy and hold.  Typically, more advanced strategies are reserved only for the wealthy.  You should have options with how your money is invested and access to a different way of allocating your investable assets.

Conventional Buy and Hold Strategy

Conventional Buy and Hold Strategy



Conventional portfolios utilize Modern Portfolio Theory and maintain the same portfolio while ignoring any underlying investment behavior. The portfolio is regularly “rebalanced” by reverting to a pre-determined asset class mix, regardless of changing risk environment and market conditions.  This is a conventional buy and hold strategy that most of the investment world has utilized for the last several decades.

SFC Alpha Strategy

SFC Alpha Strategy



The SFC Alpha strategies provide active surveillance of productive investments, making them compete for a place in the portfolio.  Artificial intelligence allows us to run millions of computations nightly in order to determine where the most productive asset classes are in the current market.  Unproductive assets are replaced by those with observed durability and strength for the current environment.  

SFC Beta Strategy

SFC Beta Strategy



The SFC Beta portfolios provide active re-weighting of selected asset classes to meet the client’s risk tolerance. As investment environments change, the risk of underlying assets change.  Continual surveillance provides the ability to manage the weightings to stabilize the risk profile.

Investing involves risk, including the potential loss of principal. Past performance is no guarantee of future results. Investment decisions should be based on an individual's own goals, time horizon, and tolerance for risk. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact your financial professional for a prospectus and read it carefully.