Multi-Strategy

Multi Strategy

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$25,000Minimum Investment 5Number of Portfolios

Investment Objective

The Multi-Strategy Portfolio Series seeks to achieve risk mitigation across all market cycles.  By deploying a “Core” and “Satellite” approach, investors receive long-term asset class diversification partnered with shorter-term flexibility.

Portfolio Philosophy

We believe that investors must remain invested to achieve their financial goals. The Multi-Strategy Portfolio Series utilizes four investment ideologies to provide an enhanced return when the economy is strong and defense when the economy weakens. The flexible nature of the satellite components allows each portfolio to increase or decrease its equity exposure depending on the phase of the economy.

Product Components

  • Traditional Asset Allocation
    Diversified asset class exposure
  • Alternative Fixed Income
    Investment selections with low to no correlation to traditional fixed income
  • Volatility Capitalization
    Reactive component that adjusts asset class exposure given
    the current phase of the economy
  • Sector Rotation
    Focused on high conviction sectors

Product Profile

Management StyleCombination of Strategic & Dynamic
Number of Positions4-7*
BenchmarkBloomberg US Agg Bond TR Index/
S&P 500 TR Index**

Lead Portfolio Managers

Scott Martin, CIMA®

Chief Investment Officer and Lead Portfolio Manager

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Mitch Ehmka, CFA®, CIPM®

Director of Trading and Co-Portfolio Manager

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* Depending on risk tolerance
** Bloomberg US Aggregate Bond Total Return Index/S&P 500 Total Return Index, % to each index dependent on risk tolerance

Performanceas of 3/31/2022

Conservative Portfolio

4.80%Standard Deviation

-4.29%QTD

-4.29%YTD

-2.63%1-YR

0.99%3-YR

1.49%Since Inception

Moderate Conservative Portfolio

6.71%Standard Deviation

-4.79%QTD

-4.79%YTD

0.80%1-YR

4.54%3-YR

3.82%Since Inception

Balanced Portfolio

8.76%Standard Deviation

-4.99%QTD

-4.99%YTD

2.84%1-YR

6.77%3-YR

5.68%Since Inception

Moderate Aggressive Portfolio

11.31%Standard Deviation

-5.44%QTD

-5.44%YTD

5.64%1-YR

9.07%3-YR

7.94%Since Inception

Aggressive Portfolio

14.35%Standard Deviation

-6.95%QTD

-6.95%YTD

9.22%1-YR

14.74%3-YR

11.75%Since Inception

The performance data shown is through the date listed above and represents past performance for the composite.  The composite includes all discretionary accounts managed in accordance with the strategy.  Past performance is no guarantee of future results.  Current performance may be lower or higher than the performance data quoted above.   There is no guarantee that any investment strategy will achieve its objectives. “Net of Max Fee” represents performance that has factored in an assumed fee of 1.50% (zero Model Fee plus 1.50% Advisor Fee) for data after March 24, 2021, 1.90% (0.40% Model Fee plus 1.50% Advisor Fee) from April 1, 2020 through March 23, 2021 and 2.10% (0.60% Model Fee plus 1.50% Advisor Fee) prior to April 1, 2020.

Allocationsas of 3/31/2022

Conservative Portfolio

Allocations are subject to change without notice. Allocations may not total 100% due to rounding.

Moderate Conservative Portfolio

Allocations are subject to change without notice. Allocations may not total 100% due to rounding.

Balanced Portfolio

Allocations are subject to change without notice. Allocations may not total 100% due to rounding.

Moderate Aggressive Portfolio

Allocations are subject to change without notice. Allocations may not total 100% due to rounding.

Aggressive Portfolio

Allocations are subject to change without notice. Allocations may not total 100% due to rounding.

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