Our Unique Investment Strategy Beats a 60/40 Allocation. Not the S&P 500.

Doesn’t that Make a Lot More Sense?
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Most tactical managers chase the S&P and fail.

By contrast, the McElhenny Sheffield Managed Risk (MSMR) ETF selects a different benchmark that better aligns with how advisors build portfolios: a 60/40 allocation.

Since inception, MSMR has delivered a significantly higher annualized return than 60/40, with a lower beta compared to the benchmark.

We believe that investors in our solution will get better returns than a 60/40 portfolio while taking about half the market risk. That matters because your clients probably aren’t 100 percent in equity; they are in balanced portfolios.

MSMR is designed to improve on what investors actually own, not to compete with pure equity allocations.

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.

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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.

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