Flexible Allocation Strategy: A Tactical Solution

SSI’s Flexible Allocation Strategy Wins Envestnet’s 2022 Asset Manager Award! Read Announcement

Flexible Allocation Strategy utilizes ETFs to capture returns across asset classes. It offers strong return potential, while also incorporating an active risk management process, designed to limit drawdowns and protect capital.

WHY TACTICAL?

  • To Provide investors with solid equity market participation in positive market/economic environments
  • Protect capital in times of elevated market and economic risk through active management of equity exposure

Monthly Strategy Fact Sheet & additional details are available by request.