Don’t Just Chase Growth for Your Clients. Add a Layer of Protection, as Well.
This is particularly important during volatile times like now.
McElhenny Sheffield Managed Risk (MSMR) ETF can act as a conservative satellite in portfolios that use satellites for growth.
That’s the opposite of typical portfolio construction, but it’s what many of your clients near or in retirement need.
A typical portfolio may have 60 or 80 percent in traditional buy-and-hold positions. MSMR, as a 20 to 30 percent allocation, provides the tactical flexibility and downside protection that the rest of the portfolio doesn’t have.
Historically, our ETFs’ maximum drawdown since inception was significantly lower than the S&P 500. We look to avoid the catastrophic losses that destroy retirement plans when they happen at the wrong time.
What We Do and Why You — and Your Clients — Can Trust Us
- We invest differently. We are rules-based momentum and trend-following investors. We are not buy-and-hold investors.
- We solve advisors’ strategic allocation problems. Many advisor portfolios underperform benchmarks and lose big in bear markets. By contrast, we are a tactical satellite portfoliofor advisors who need to protect their clients’ core growth portfolio with a conservative, not aggressive, allocation.
- We typically only invest in up to five ETFs. This is sufficient to provide valuable diversification for client portfolios.
- We use an optimal 60/40 allocation. This is the right benchmark and one we can beat. Most tactical managers chase the S&P 500. We picked a different benchmark because it makes more sense for how advisors build portfolios. If we can deliver better returns than a 60/40 allocation without taking more risk, we’ve added real value.
- We provide equity-like returns with less risk. The strategy looks to provide equity returns with half the risk.
- Our proprietary investment approach is based on proven and long-standing research and historical results.
Take your next step toward finding out more about our unique way to grow assets while adding a layer of protection, especially during these changing times.
Contact Us to Find Out More About Our Unique ETF