Pro Cap

$500,000Minimum Investment May 31, 2016Inception Date

Investment Objective

Outperform a traditional domestic 50/50 balanced index by tactically positioning investments through a diverse group of asset classes. The goal is to create a more attractive balanced allocation by overweighting or underweighting exposures that are desirable or undesirable for investment.

Portfolio Philosophy

We believe a fundamental perspective paired with quantitative execution will result in long-term outperformance.

  • Tactical ETF Selection – Equity investments feature specific sector selection; fixed income investments span various durations as well as issuer and credit quality. Alternative investments highlight a broad range from commodities to currencies.
  • Risk Management – Provide investors with a wider, more diversified asset class range than a traditional balanced portfolio.
  • Consistency – Aim to provide investors moderate long-term growth with reduced volatility due to investment choice flexibility.

Product Profile

Management StyleDynamic
Number of Positions9
Benchmark50% Bloomberg US Agg Bond TR Index/ 50% S&P 500 TR Index

Lead Portfolio Manager

Scott Martin, CIMA®

Chief Investment Officer and Lead Portfolio Manager

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Performanceas of 3/31/2022

8.34%Standard Deviation

-0.07%QTD

-0.07%YTD

9.12%1-YR

7.87%3-YR

7.05%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 2.10% (0.60% model fee plus 1.50% advisor fee).

Allocationsas of 3/31/2022

Allocations are subject to change without notice.

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