Investment models

Our proprietary investment models provide rules-based recommendations on where and how to achieve the best risk-adjusted returns. We’ve developed a variety of models to suit the needs of varying investors and account types. Our models represent a cutting-edge shift in investment philosophy and deliver remarkable performance when compared to traditional investment approaches.

Explore our Models

Click on one of the models below for a complete description of the investment approach, an analysis of performance and risk considerations. Current model recommendations are available with a premium subscription.

  • model-1

    The Asset Rotation Model (ARM) helps you determine how to position your investments to capitalize on growth in both stocks and bonds…

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  • model-2

    The stock market can be broken down into various sectors. At different times and for varying reasons, some sectors drastically outperform others…

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  • model-3

    Employer-sponsored 401(k) plans are one of the most popular ways to save for retirement. But unfortunately, very few investors realize the full potential…

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  • model-4

    The TSP Model provides Thrift Savings Plan (TSP) investors with recommended allocations that change dynamically based on market conditions.

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Curious which model is best for you?

Find Out Here!