Our Strategies

Why our strategies?

Our Tactical ETF strategies have been designed to deliver strong performance results through difficult market environments and potentially provide more of what you want – good returns without suffering gut-wrenching drawdowns.

Our Tactical ETF strategies have been designed to deliver strong returns over long time horizons, while being less risky than the traditional 60% stock and 40% bond portfolio.

Our Tactical ETF strategies allow you to reduce your reliance on fixed income as the only tool to decrease your portfolio risk. With interest rates still at historically low levels, we believe fixed income will likely be a drag on returns and actually adds risk to portfolios.

Combine our Tactical ETF strategies with your other portfolio allocations to seek to improve the returns and lower the risk of your entire portfolio.

Long-term Annualized Returns versus Volatility

Long-term Annualized Returns versus Max Drawdown

Lower volatility

Lower drawdowns

Verified track record

Strong returns

Transparent

Highly liquid

Actively managed to protect capital

Low correlations to traditional portfolios

Lower volatility

Lower drawdowns

Verified track record

Better returns

Transparent

High liquidity

Actively managed to protect capital

Low correlations to traditional portfolios

Our Tactical ETF strategies can be utilized on the following platforms:

Instance 1

Trend Plus

A rules-based trend following strategy that strives to participate in market upside while avoiding the downside.

Sector Rotation

A rules-based momentum strategy that seeks to capitalize on sectors with strong momentum while avoiding market segments that exhibit weakness.

TPSR

A blend of Trend Plus and Sector Rotation that seeks to offer strong performance and diversification benefits.

Trend X

Aggressive trend following with leverage for seeking enhanced return potential with the added risk profile.

Customized Strategies

MSCM also offers customizable investment strategies tailored to specific client needs.

What's Your Risk Tolerance?

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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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