Macro Allocation Strategies

We are an active manager that specializes in macro-driven diversified asset allocation.  Macro investing is about trying to understand the most important market and economic themes that affect asset prices.   Our team conducts relative valuation, market trading, economic, policy, and geopolitical analysis to evaluate these cycles and trends, which can persist for several years.  

We design both long-term strategic and more opportunistic tactical allocation strategies in an attempt to capture a range of macro impacts.  Because these are diversified ETF strategies, they can be utilized as core solutions and combined to further enhance diversification by management style.   


Strategic 60/40

Tactical 60/40

Tactical Fixed Income

Allocation Series 20-100

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