Think Differently. Invest Smarter.

Think Differently.

Invest Smarter.

The only path for truly successful long-term investing is to avoid material losses. As investment managers, we make risk management and minimizing losses our top priority.

WHAT WE DO

We are your Investment Managers

For over 20 years, we have been successfully managing money. From our founding in 2000 as an options trading hedge fund to our current tactical ETF models, we have never lost our focus on risk management and unemotional investing. Our differentiated investment strategies have historically produced market-beating long-term returns while taking lower levels of risk.

Long-term returns similar to a 100% stock allocation.
Risk similar or better than a 60% stock and 40% bond allocation.

Our Strategies

Our Team

FOR INDIVIDUAL INVESTORS

A smarter approach to investing your serious money

We offer differentiated strategies that have historically provided better returns and taken lower levels of risk than other traditional investment approaches.

FOR RIAs

Help your clients achieve their goals with a smarter approach to investing

Our Tactical ETF strategies have delivered outstanding results through difficult market environments and provide more of what your clients want – better returns without suffering gut-wrenching drawdowns.

FOR INSTITUTIONS

Help your firm achieve true portfolio diversification with smarter differentiated strategies

Like most investors, institutional allocators need proven diversifiers in their portfolios. Our Tactical ETF strategies have a low correlation to equity markets, providing true diversification when you need it without sacrificing long-term portfolio returns.

Our Investment Philosophy

Our investment philosophy is driven by two guiding principles:

It is critical to avoid material losses when investing.
Most investment mistakes are caused by emotional human behavior.

Tactical Investment Strategies

Our investment approach aligns to our philosophy.

We have developed disciplined, rules-based strategies, that take the emotion out of investing and deliver strong returns, while focusing on risk management and protecting our clients’ hard-earned capital.

We use well researched and time-tested methods such as momentum and trend following that seek to capitalize on good market environments and avoid disastrous ones.

Our clients want superior long-term returns and need a strong and experienced risk manager. We seek to deliver both using a disciplined, unemotional, rules-based process.

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Important Disclosures

Form ADV Part 2

Form CRS

contact

Address: 4701 W Lovers Lane, Dallas, TX, 75209

Phone: (214) 922-9200

© 2024 McElhenny Sheffield Capital Management (MSCM). All Rights Reserved. The content of this website is for general, informational purposes. Nothing contained on this website should be construed as an offer to sell or the solicitation of any offer to buy any security or other financial instrument or product offered or managed by MSCM or any other issuer or company. The provision of this information does not constitute the rendering of investment, consulting, legal, accounting, tax, or other advice or services. Information on this website should not be the basis of or be relied upon for making business, investment or other decisions or used as a substitute for consultation with professional advisors, nor should it be construed as advice, endorsement or recommendation. Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.

Investing involves risk. Principal loss is possible.

There can be no assurance that an investment mix will lead to the expected results shown or perform in any predictable manner. It should not be assumed that investors will experience returns in the future, if any, comparable to those shown, or that any or all of MSCM’s clients experienced such returns. No representation is being made that any account will or is likely to achieve results similar to those shown. Individual client results could significantly differ from the performance results being presented. Differences in account size, risk tolerance, timing of transactions and market conditions prevailing at the time of investment could lead to different results, and clients could potentially lose money.

If an indicator or stop levels fail to detect significant downturns in the market, the strategies will continue to be exposed to underlying positions that could potentially lose value during such downward periods. Similarly, if the indicators fail to timely identify a reversal of a downward trending market, the strategies will continue to be exposed to defensive ETFs at a time when there is significant appreciation in the equity markets. Either scenario could result in a strategy underperforming other investments that do not employ these strategies. There can be no guarantee our strategies will correctly or timely identify the industries, sectors, or asset classes that will outperform during a given quarter or that the strategies will correctly or timely identify market trends.

The strategies invest in other ETFs which will result in higher and duplicative expenses. If the strategy invests in U.S. Dollar ETFs, changes in currency exchange rates and relative value of non-U.S. currencies will affect the value of the investment. Investments in fixed income securities typically decrease in value when interest rates rise. If interest rates fall, certain obligations could be paid off more quickly and the proceeds invested in securities with lower yields. Changes in an issuer’s credit rating or the market’s perception of an issuer’s creditworthiness could also affect the value of an investment in an issuer.

Investing in ETFs are subject to risks that the market price of the shares could trade at a discount to its net asset value (“NAV”), an active secondary trading market could potentially not develop or be maintained, or trading could be halted by the exchange in which they trade, which could impact our ability to sell shares of an ETF.

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