Allocation Strategies

Our allocation strategies are professionally managed total portfolio solutions that cover five risk objectives including conservative (20% equity), balanced (40% equity), moderate (60% equity), growth (80% equity), and aggressive (100% equity).

COLUMBUS MACRO DYNAMIC GLOBAL PORTFOLIOS combine a globally diversified strategic core with a tactical satellite and are available in formats for both qualified and tax-aware investors. Core construction relies on process-driven relative valuation, and macro measures of growth, inflation, and financial conditions. A smaller, more active satellite allocation is utilized to complement long-term strategic core positions. The strategies utilize exchange traded funds (ETFs).

COLUMBUS MACRO STRATEGIC GLOBAL PORTFOLIOS are designed to realize the compounding and tax efficiency benefits of diversified, global core holdings built for long-term market cycles with both ETF-only and mutual fund-only versions available for use. Core construction relies on process-driven relative valuation, and macro measures of growth, inflation, and financial conditions. Asset class correlations and historical volatilities are also considered when building the broadly diversified core allocation.

For more information on our investment strategies, including performance factsheets and additional marketing materials, please contact us.

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