Strategic Global Portfolios

Columbus Macro Strategic Global Portfolios are professionally-managed total portfolio solutions. We construct a globally-diversified strategic core portfolio comprised of traditional and alternative asset classes. Strategic Core Portfolios are designed to realize the compounding and tax efficiency benefits of diversified, global core holdings built for long-term market cycles. 

Our systematic investment process considers the ongoing influence of key macro factors on asset class returns, volatilities, and correlations.  These influences span multiple time frames.  Unlike static, fixed allocation mix strategies, our diversified strategic core weights are adjusted based on changes in fundamental valuation for each asset class (longer-term) and the state of the economy/corporate profits (intermediate-term).  Rebalancing decisions consider the materiality of changes versus trading and tax considerations.

Strategic Global Portfolios cover five risk objectives ranging from conservative to aggressive. Advisors and clients can choose their preferred asset allocation vehicle with both ETF-only and mutual fund-only versions available for use.  Once implemented, core asset class holdings, as well as their interactions, are actively monitored to ensure portfolios remain consistent with clients' risk and return preferences.

There is no guarantee that any strategy will be successful in reaching its objectives, please consult disclosures for additional Information.