From model portfolio asset allocation and ETF selection to constant monitoring, refinement and rebalancing, our analysis and selection process of specific investments is both objective and unbiased. We consistently pursue effective diversification and the delivery of the optimal balance of risk and return in our client’s portfolios.

We develop models driven by risk and time horizon and build portfolios using our rigorous and repeatable investment process illustrated in the following graphic.

The SharpVue Capital Appreciation Portfolio

The SharpVue Capital Appreciation portfolio seeks capital appreciation over full market cycles with moderately aggressive levels of risk, while maintaining appropriate diversification. The management of the portfolio is tactical and dynamic, seeking to take advantage of opportunities in the global marketplace when they arise but focusing on potential downside risk management, evolving in response to the firm’s views and global market conditions.

SharpVue Tactical-Core Portfolio

The SharpVue Tactical Core portfolio seeks balanced market appreciation over full market cycles with moderate levels of risk, while maintaining appropriate diversification. The management of the portfolio is tactical and dynamic, seeking to take advantage of opportunities in the global marketplace when they arise but focusing on potential downside risk management, evolving in response to the firm’s views and global market conditions.

SharpVue Conservative Portfolio

The SharpVue Conservative portfolio seeks risk-managed growth over full market cycles with conservative levels of risk, while maintaining a focus on capital preservation and risk management. The management of the portfolio is tactical and dynamic, seeking to take advantage of the best opportunities in the global marketplace when they arise but focusing on capital preservation, evolving in response to the firm’s views and global market conditions.

SharpVue Income Portfolio

The SharpVue Income portfolio seeks to maximize current income from a diversified asset allocation, while maintaining a focus on risk management. The management of the portfolio is tactical and dynamic, seeking to take advantage of the best income opportunities in the global marketplace when they arise and evolving in response to the firm’s views and global market conditions. The income fund seeks to distribute dividends on a quarterly basis.

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