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# McElhenny Sheffield Capital Management

Think Differently. Invest Smarter.

## Sitemaps

- [XML Sitemap](https://mscm.net/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Blog](https://mscm.net/blog/) - This has been autogenerated as a placeholder for blog.
- [Quarterly Update, 2Q26](https://mscm.net/quarterly-update-2q26/)
- [Why Tactical Investing Isn’t Market Timing](https://mscm.net/why-tactical-investing-isnt-market-timing/) - Tactical investing (Tactical Asset Allocation or TAA) differs from market timing in its more systematic approach and limited scope. While market timing relies on forecasting exact market tops and bottoms to time trades, tactical investing utilizes data-driven indicators to systematically adjust portfolio weights among asset classes to manage risk and target specific market trends. This This guide delves deeper into tactical investing and market timing, and which alternative is better for investors.
- [The MSCM U.S. Equity Market Reading: Latest Update](https://mscm.net/clone-of-the-mscm-u-s-equity-market-reading-latest-update-2/) - As of July 24, 2026 Understanding our market readings. The meter above shows MSCM’s recent reading of US Equity Markets. The color summarizes our internal data-driven view of how the current equity markets are behaving with respect to trend and momentum, two prevalent market factors that we utilize in our tactical investing strategies. What the
- [Why Many So-Called Diversified Portfolios Don’t Provide Actual Diversification](https://mscm.net/why-many-so-called-diversified-portfolios-dont-provide-actual-diversification/) - Many advisors and investors assume that holding multiple asset classes is often enough to achieve adequate diversification.This basic view of diversification can leave portfolios at risk at the worst possible times, during major corrections and bear markets. Many investors know better. This article shows how stock and bond correlations have changed, why broad portfolios may
- [The MSCM U.S. Equity Market Reading: July 21, 2026](https://mscm.net/clone-of-the-mscm-u-s-equity-market-reading-latest-update/) - As of July 21, 2026 Understanding our market readings. The meter above shows MSCM’s recent reading of US Equity Markets. The color summarizes our internal data-driven view of how the current equity markets are behaving with respect to trend and momentum, two prevalent market factors that we utilize in our tactical investing strategies. What the
- [The MSCM U.S. Equity Market Reading: April 3, 2026](https://mscm.net/the-mscm-u-s-equity-market-reading-april-3-2026/) - As of April 3, 2026 Understanding our market readings. The table above shows MSCM’s reading of U.S. equity markets as of the date noted above. The color summarizes our internal data-driven view of our positioning in response to how the current equity markets are behaving with respect to trend and momentum, two prevalent market factors
- [The MSCM U.S. Equity Market Reading: May 22, 2026](https://mscm.net/the-mscm-u-s-equity-market-reading-may-22-2026/) - As of May 22, 2026 Understanding our market readings. The table above shows MSCM’s reading of U.S. equity markets as of the date noted above. The color summarizes our internal data-driven view of our positioning in response to how the current equity markets are behaving with respect to trend and momentum, two prevalent market factors
- [The MSCM U.S. Equity Market Reading: July 7, 2026](https://mscm.net/the-mscm-u-s-equity-market-reading-latest-update/) - As of July 7, 2026 Understanding our market readings. The meter above shows MSCM’s recent reading of US Equity Markets. The color summarizes our internal data-driven view of how the current equity markets are behaving with respect to trend and momentum, two prevalent market factors that we utilize in our tactical investing strategies. What the
- [The MSCM U.S. Equity Market Reading: June 19, 2026](https://mscm.net/the-mscm-u-s-equity-market-reading-june-19-2026/) - As of June 19, 2026 Understanding our market readings. The meter above shows MSCM’s recent reading of US Equity Markets. The color summarizes our internal data-driven view of how the current equity markets are behaving with respect to trend and momentum, two prevalent market factors that we utilize in our tactical investing strategies. What the
- [MSCM’s Trend X Strategy Recognized by The Hedge Fund Journal ](https://mscm.net/mscms-trend-x-strategy-recognized-by-the-hedge-fund-journal/) - McElhenny Sheffield Capital Management was recognized on May 14, 2026 by The Hedge Fund Journal CTA and Discretionary Trader Awards in the Trend Following – Equities, Best Performing Fund over 3 Years as of December 31, 2025, for its MSCM Trend X strategy. The Hedge Fund Journal’s annual awards honor the world's top-performing funds and manager strategies in the managed
- [MSCM Trend Plus Receives Gold and Sector Rotation Receives Silver in the SMArtX Advisory Solutions Q2 2026 Select List](https://mscm.net/mscm-trend-plus-receives-gold-and-sector-rotation-receives-silver-in-the-smartx-advisory-solutions-q2-2026-select-list/) - McElhenny Sheffield Capital Management (MSCM) is proud to have Trend Plus receive Gold and Sector Rotation receive Silver in the SMArtX Advisory Solutions Q2 2026 Select List Category and Status of Strategies Recognized: Tactical Allocation | McElhenny Sheffield Capital Management | MSCM Trend Plus | Gold Tactical Allocation | McElhenny Sheffield Capital Management | MSCM Sector
- [A Win-Win | Growing Your Firm by Improving Client Outcomes!](https://mscm.net/a-win-win-growing-your-firm-by-improving-client-outcomes/) - Registered Investment Advisors (RIAs) manage about one-fourth of all AUM in America. At nearly $5 Trillion in client assets, the opportunity for RIA growth is extremely large yet highly competitive. For the past decade, firm consolidation, market competition, robo-advising, and fee compression have made growing an RIA increasingly difficult. With all these industry changes, what
- [McElhenny Sheffield Capital Management Launches the McElhenny Sheffield Managed Risk ETF (CBOE: MSMR)](https://mscm.net/mcelhenny-sheffield-capital-management-launches-the-mcelhenny-sheffield-managed-risk-etf-cboe-msmr-2/) - December 09, 2021, 14:29ET MSMR Seeks to Provide Tax-Efficient Tactical Investment Management to Investors DALLAS, Dec. 9, 2021 /PRNewswire/ -- McElhenny Sheffield Capital Management, LLC (MSCM) announces the launch of the McElhenny Sheffield Managed Risk ETF (CBOE: MSMR), an actively-managed exchange-traded fund (ETF) targeting U.S. stocks with a focus on managing risk through tactical rules-based strategies. The launch of
- [SMArtX Advisory Solutions Expands OCIO Services with Publication of SMArtX Select Manager List](https://mscm.net/smartx-advisory-solutions-expands-ocio-services-with-publication-of-smartx-select-manager-list/) - The Select List Provides Extra Due Diligence on Existing Platform Strategies WEST PALM BEACH, Fla., December 15, 2021 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced the expansion of its outsourced chief investment officer (‘OCIO’) services with the publication of
- [MSCM Trend Plus, TPSR and Trend X strategies achieve PSN Top Guns status within Zephyr's PSN manager database for Q2 2025](https://mscm.net/mscm-trend-plus-tpsr-and-trend-x-strategies-achieve-psn-top-guns-status-within-zephyrspsn-manager-database-for-q2-2025/) - MSCM was notified of its PSN Top Guns status on August 19, 2025. MSCM participates in the Zephyr Platform and pays a platform paid a platform participation fee. Learn more here. Most recent quarterly returns and important disclosures: Trend Plus, TPSR, and Trend X. Disclosure via link above McElhenny Sheffield Capital Management (MSCM) is a
- [Stop Guessing and Start Assessing](https://mscm.net/stop-guessing-and-start-assessing/) - In an unpredictable world, relying on forecasts can be a flawed investing approach because forecasting is often driven by behavioral bias rather than genuine informational value. That’s why, at MSCM, we believe that instead of trying to predict the future, a more effective strategy is to adopt a rule-based, adaptive approach that responds to the
- [Beyond Gut Instinct: The Power of a Rules-Based Investment Strategy in Volatile Markets](https://mscm.net/beyond-gut-instinct-the-power-of-a-rules-based-investment-strategy-in-volatilemarkets/) - In the contemporary investment landscape, where market unpredictability can seem like a new normal, a disciplined, rules-based investment approach offers a compelling and rational alternative to traditional, discretionary methods. The MSCM Trend Plus strategy is built on the foundational principle of actively managing risk by systematically removing human emotion from the decision-making process. This approach
- [MSCM Sector Rotation, Trend Plus, TPSR, and Trend X strategies achieve PSN Top Guns status within Zephyr's PSN manager database for Q1 2026.](https://mscm.net/mscm-sector-rotation-trend-plus-tpsr-and-trend-x-strategies-achieve-psn-top-guns-status-within-zephyrs-psn-manager-database-for-q1-2026/) - We are thrilled to have been recently recognized with PSN Top Guns status within Zephyr's PSN manager database for Q1 2026 for MSCM’s Sector Rotation, Trend Plus, TPSR, and Trend X strategies. MSCM was notified of its PSN Top Guns status on May 27, 2026. Visit www.mscm.net to learn more about us and how our strategies can
- [Quarterly Update, 1Q26](https://mscm.net/quarterly-update-q126/)
- [Quarterly Update, 4Q25](https://mscm.net/clone-of-quarterly-update-4q25/)
- [Exploring the MSCM Trend X Strategy: A Systematic Approach to Amplifying Returns in Upward Trends](https://mscm.net/exploring-the-mscm-trend-x-strategy-a-systematic-approach-to-amplifying-returns-in-upward-trends/) - In today's complex and often volatile market, institutional investors find it necessary to seek differentiated sources of return and enhanced portfolio diversification. While traditional investment approaches rely on fundamental analysis and long-term asset allocation, there is growing interest in systematic, rules-based strategies that capitalize on specific market dynamics. The MSCM Trend X strategy exemplifies this
- [Rules-Based Risk Management for Institutional Portfolios](https://mscm.net/rules-based-risk-management-for-institutional-portfolios/) - The Risk and Reward of Rules-Based Investing Experienced investors understand that achieving superior long-term investment results necessitate a strategic balance between risk and return. This requires a thorough evaluation of various investment approaches, and acknowledging both their inherent advantages and disadvantages. Institutional and retail investors alike must recognize the fundamental tradeoff: the pursuit of higher
- [Four McElhenny Sheffield ETF Strategies Win Zephyr PSN2025 Year-End Top Guns Awards](https://mscm.net/four-mcelhenny-sheffield-etf-strategies-win-zephyr-psn2025-year-end-top-guns-awards/) - Dallas, TX, March 16, 2026 – McElhenny Sheffield Capital Management (McElhenny Sheffield) is proud to announce that four of its actively managed tactical ETF strategies— the MSCM Sector Rotation, MSCM Trend Plus, MSCM TPSR, and MSCM Trend X strategies—achieved PSN Top Guns status within Zephyr's PSN manager database for the fourth quarter of 2025. “It
- [How to Limit the Considerable Tax Burden Associated with Active Portfolio Management](https://mscm.net/how-to-limit-the-considerable-tax-burden-associated-with-active-portfolio-management/) - Passive, set-it-and-forget-it portfolio management often fails because investors don’t have the discipline and emotional where-with-all to stay invested when markets decline. They often miss out on the recoveries that can happen quickly after a market downturn. That’s why many choose active portfolio management, which responds to changes in the markets in real time. The issue: Learn how you can introduce clients to an active investment solution that limits the impact of taxes on their returns and provides greater flexibility when they pay them.
- [Bear Markets Don't Stop Happening Just Because We Aren’t Talking About Them](https://mscm.net/bear-markets-dont-stop-happening-just-because-we-arent-talking-about-them/) - When the markets and economy are good, it is easy for investors and financial professionals to forget that things can go south – and often do. The reality: bear markets (a 20 percent or greater decline in stock prices from a peak) are a regular part of the economic cycle. According to Kiplinger, since 1932, When the markets and economy are good, it is easy for investors and financial professionals to forget that things can go south – and often do. The reality: bear markets (a 20 percent or greater decline in stock prices from a peak) are a regular part of the economic cycle. Learn the history of bear markets, why they happen, and how to plan for them.
- [Rethinking 60/40: How Correlations Broke and Tactical Strategies Can Help](https://mscm.net/rethinking-60-40-how-correlations-broke-and-tactical-strategies-can-help/) - Many client investment portfolios have been built around a traditional buy-and-hold 60 percent stock and 40 percent bond mix. That allocation served as the industry's comfort zone for decades. However, recent markets exposed its weak spots. In 2022, for example, stocks and bonds fell together, and many "balanced" portfolios felt anything but balanced. This article Many client investment portfolios have been built around a buy-and-hold 60 percent stock and 40 percent bond mix. However, recent markets exposed its weak spots. Find out what happened, why it can happen again, and how advisors and allocators can improve on the classic 60/40 portfolio allocation.
- [Quarterly Update, 3Q25](https://mscm.net/quarterly-update-3q25/)
- [Quarterly Update, 2Q25](https://mscm.net/quarterly-update-2q25/)
- [Quarterly Update, 3Q24](https://mscm.net/quarterly-update-3q24/)
- [Quarterly Update, 1Q25](https://mscm.net/quarterly-update-1q25/)
- [Quarterly Update, 4Q24](https://mscm.net/quarterly-update-4q24/)

## Pages

- [Think Differently. Invest Smarter.](https://mscm.net/) - As investment managers, we make risk management and minimizing losses our top priority.
- [About](https://mscm.net/about/) - Who we are McElhenny and Sheffield are names from the lineage of the firm’s principals. We take having our name on the door seriously. This means integrity and transparency – and that is what you can expect in all facets of your relationship with our company. Our Experience McElhenny Sheffield has extensive direct investment management experience.
- [MSCM](https://mscm.net/mscm/) - Our Approach is Designed to Participate When Markets Rise. It is Also Designed to Protect When They Fall. CONTACT US TO LEARN MORE McElhenny Sheffield Capital Management (MSCM) aims to both grow and protect clients’ portfolios through unique tactical strategies that seek capital appreciation while managing downside risk. MSCM’s tactical strategies can move anywhere from 100 percent equity
- [MSCM Trend X](https://mscm.net/mscm-trend-x/) - Investment Strategy Trend X Strategy Summary MSCM Trend X strategy is a rules-based, trend-following approach designed for aggressive growth, seeking to capture upside potential while mitigating significant drawdowns over time. The strategy aims to: Measure the strength of U.S. equity market trends Deploy capital to leveraged equity ETFs during uptrends Shift to defensive ETFs during
- [MSCM TPSR](https://mscm.net/mscm-tpsr/) - Investment Strategy TPSR (Trend Plus & Sector Rotation) Strategy Summary MSCM TPSR strategy is a rules-based approach blending equal allocation to the firm’s Trend Plus and Sector Rotation strategies. Designed to help investors participate in market upside while minimizing downside risks through a combination of trend-following and momentum techniques. The strategy aims to: Participate and
- [MSCM Sector Rotation](https://mscm.net/mscm-sector-rotation/) - Investment Strategy Sector Rotation Insert Content Template or Symbol Strategy Summary MSCM Sector Rotation strategy is a rules-based momentum approach designed for growth, seeking to capture upside potential while mitigating significant drawdowns over time. The strategy aims to enhance returns and manage risk by dynamically allocating investments to sectors and market segments expected to outperform
- [MSCM Trend Plus](https://mscm.net/mscm-trend-plus/) - Investment Strategy Trend Plus while limiting portfolio drawdown Click on the Trend Plus Factsheet Below to Download
- [Resources & Insights](https://mscm.net/resources-insights/) - Resources & Insights Quarterly Updates Quarterly Update, 1Q26 May 4, 2026 Read More Quarterly Update, 4Q25 January 23, 2026 Read More Quarterly Update, 3Q25 October 14, 2025 Read More News and Media MSCM Sector Rotation, Trend Plus, TPSR, and Trend X strategies achieve PSN Top Guns status within Zephyr’s PSN manager database for Q1 2026.
- [Our Strategies](https://mscm.net/strategies/) - Investment Management 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. bruce@mscm.net grant@mscm.net Lower volatility Lower drawdowns Verified track record Better returns Transparent High liquidity Actively managed to protect capital Low correlations to traditional
- [Login](https://mscm.net/login/) - Login to your account For login assistance, call Schwab Alliance at 800-515-2157. What’s Your Risk Tolerance? __CONFIG_colors_palette__{“active_palette”:0,”config”:{“colors”:{“1bac0”:{“name”:”Main Accent”,”parent”:-1}},”gradients”:[]},”palettes”:[{“name”:”Default Palette”,”value”:{“colors”:{“1bac0”:{“val”:”rgb(169, 128, 57)”}},”gradients”:[]},”original”:{“colors”:{“1bac0”:{“val”:”rgb(19, 114, 211)”,”hsl”:{“h”:210,”s”:0.83,”l”:0.45,”a”:1}}},”gradients”:[]}}]}__CONFIG_colors_palette__ Check Now
- [Wealth Management](https://mscm.net/wealth-management/) - Wealth Management Achieving your long-term financial goals requires more than just luck. It demands a strategic partner—seasoned professionals who understand the intricacies of wealth management. At McElhenny Sheffield Capital Management, we provide personalized investment advice tailored to your unique needs and aspirations. We believe in building lasting relationships based on trust, transparency, and unwavering commitment.
- [TPSR CTA](https://mscm.net/tpsr-cta/) - TPSR Strategy Sheet Access the full TPSR strategy sheet. [tcb-script charset=”utf-8″ type=”text/javascript” src=”//js.hsforms.net/forms/shell.js”][/tcb-script][tcb-script] hbspt.forms.create({region: “na1”,portalId: “20638978”,formId: “5a81881e-2a7a-466e-a8d0-c4a45d6d2af4”});[/tcb-script] What’s Your Risk Tolerance? __CONFIG_colors_palette__{“active_palette”:0,”config”:{“colors”:{“1bac0”:{“name”:”Main Accent”,”parent”:-1}},”gradients”:[]},”palettes”:[{“name”:”Default Palette”,”value”:{“colors”:{“1bac0”:{“val”:”rgb(169, 128, 57)”}},”gradients”:[]},”original”:{“colors”:{“1bac0”:{“val”:”rgb(19, 114, 211)”,”hsl”:{“h”:210,”s”:0.83,”l”:0.45,”a”:1}}},”gradients”:[]}}]}__CONFIG_colors_palette__ Check Now
- [Sector Rotation CTA](https://mscm.net/sector-rotation-cta/) - Sector Rotation Strategy Sheet Access the full Sector Rotation strategy sheet. [tcb-script charset=”utf-8″ type=”text/javascript” src=”//js.hsforms.net/forms/shell.js”][/tcb-script][tcb-script] hbspt.forms.create({region: “na1”,portalId: “20638978”,formId: “e08bc080-746c-4e0b-b987-8a0885e7d4e3”});[/tcb-script] What’s Your Risk Tolerance? __CONFIG_colors_palette__{“active_palette”:0,”config”:{“colors”:{“1bac0”:{“name”:”Main Accent”,”parent”:-1}},”gradients”:[]},”palettes”:[{“name”:”Default Palette”,”value”:{“colors”:{“1bac0”:{“val”:”rgb(169, 128, 57)”}},”gradients”:[]},”original”:{“colors”:{“1bac0”:{“val”:”rgb(19, 114, 211)”,”hsl”:{“h”:210,”s”:0.83,”l”:0.45,”a”:1}}},”gradients”:[]}}]}__CONFIG_colors_palette__ Check Now
- [Trend Plus CTA](https://mscm.net/trend-plus-cta/) - Trend Plus Strategy Sheet Access the full Trend Plus strategy sheet. [tcb-script charset=”utf-8″ type=”text/javascript” src=”//js.hsforms.net/forms/shell.js”][/tcb-script][tcb-script] hbspt.forms.create({region: “na1”,portalId: “20638978”,formId: “1b87b4e4-414a-48b7-8f40-c49c57d9292d”});[/tcb-script] What’s Your Risk Tolerance? __CONFIG_colors_palette__{“active_palette”:0,”config”:{“colors”:{“1bac0”:{“name”:”Main Accent”,”parent”:-1}},”gradients”:[]},”palettes”:[{“name”:”Default Palette”,”value”:{“colors”:{“1bac0”:{“val”:”rgb(169, 128, 57)”}},”gradients”:[]},”original”:{“colors”:{“1bac0”:{“val”:”rgb(19, 114, 211)”,”hsl”:{“h”:210,”s”:0.83,”l”:0.45,”a”:1}}},”gradients”:[]}}]}__CONFIG_colors_palette__ Check Now
- [Trend X CTA](https://mscm.net/trend-x-cta/) - ​Trend X Strategy Sheet Access the full Trend X strategy sheet. [tcb-script charset=”utf-8″ type=”text/javascript” src=”//js.hsforms.net/forms/shell.js”][/tcb-script][tcb-script] hbspt.forms.create({region: “na1”,portalId: “20638978”,formId: “150436dc-f16d-4b3f-9826-4033ccb9d1a3”});[/tcb-script] What’s Your Risk Tolerance? __CONFIG_colors_palette__{“active_palette”:0,”config”:{“colors”:{“1bac0”:{“name”:”Main Accent”,”parent”:-1}},”gradients”:[]},”palettes”:[{“name”:”Default Palette”,”value”:{“colors”:{“1bac0”:{“val”:”rgb(169, 128, 57)”}},”gradients”:[]},”original”:{“colors”:{“1bac0”:{“val”:”rgb(19, 114, 211)”,”hsl”:{“h”:210,”s”:0.83,”l”:0.45,”a”:1}}},”gradients”:[]}}]}__CONFIG_colors_palette__ Check Now
- [NAAIM Confidential S2 E19. Guest: Grant Morris, MSCM. Host: Kenton Kilmer, Addigence, LLC](https://mscm.net/naaim-confidential-s2-e19-guest-grant-morris-mscm-host-kenton-kilmer-addigence-llc/) - Podcast NAAIM Confidential S2 E19. Guest: Grant Morris, MSCM. Host: Kenton Kilmer, Addigence, LLC This information is presented for illustrative purposes only. Past performance is not necessarily indicative of future performance. Investing involves risk and principal loss is possible. McElhenny Sheffield Capital Management (MSCM) is a Registered Investment Adviser with the U.S. Securities and Exchange
- [ETF Press Release](https://mscm.net/etf-press-release/) - McElhenny Sheffield Capital Management, LLC (MSCM) announces the launch of the McElhenny Sheffield Managed Risk ETF (CBOE: MSMR), an actively-managed exchange-traded fund (ETF) targeting U.S. stocks with a focus on managing risk through tactical rules-based strategies.
- [Website and Cookies Policy](https://mscm.net/website-and-cookies-policy/) - Website and Cookies Policy Website UseThis website (the “Website”) is a brief introduction to and overview of McElhenny Sheffield Capital Management, LLC (“MSCM”). The Website is not intended to be a comprehensive source of information. It contains highly general statements and remains subject to change. MSCM expressly disclaims any liability, whether in contract, tort, strict
- [Privacy Notice](https://mscm.net/privacy-notice/) - Privacy Notice What Does McElhenny Sheffield do with your Personal Information?Why?Financial companies choose how they share your personal information. Federal laws, and certain state privacy laws, give consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please
- [MSCM Markets & Models Subscription](https://mscm.net/subscribe/) - If you would like to receive periodic commentary from MSCM regarding the financial markets and the MSCM tactical strategies, please provide your name and email address below.
- [Your Risk Score](https://mscm.net/risk-score/) - Understanding your investment risk tolerance and risk capacity is an important part of making good investment decisions to achieve your goals.
- [Thank You!](https://mscm.net/thank-you/) - Thank You! Contact Info Find us here 4701 W Lovers Lane,Dallas, TX, 75209 email info@mscm.net phone (214) 922-9200
- [Privacy Policy](https://mscm.net/privacy-policy/) - PRIVACY NOTIFICATION AND COOKIES POLICY 10/2023 McElhenny Sheffield Capital Management, LLC (“McElhenny Sheffield”, “ours”, “us” or “we”), any website, application, or service which references this Privacy Notice. This Privacy Notice may be relevant to you even if you are not a customer of ours, and have never used a website, application or service of ours.
- [Terms of Service](https://mscm.net/toc/) - Website Disclaimer Our Web Site This website (the “Website”) is a brief introduction to and overview of McElhenny Sheffield Capital Management, LLC (“MSCM”). The Website is not intended to be a comprehensive source of information. It contains highly general statements and remains subject to change. Nothing contained in this Website constitutes tax, accounting, regulatory, legal,
- [MSCM Tactical Core](https://mscm.net/mscm-tactical-core/) - Investment Strategy Tactical Core Strategy Summary Tactical Core is a momentum-based core strategy that seeks principal growth while utilizing risk management techniques to mitigate downside exposure. The strategy provides exposure to broad market indices including domestic large, mid, and small cap equities, foreign developed and emerging market equities, real estate, and commodities. The model rebalances
- [Limiting Losses in Bear Markets](https://mscm.net/limiting-losses-in-bear-markets/) - Limiting Losses in Bear Markets Why volatility measures aren’t enough to manage risk during market downturns S&P 500Monday, June 13, 2022 20% The S&P 500 Index closed on Monday June 13th more than 20% below its most recent high value, which is the generally agreed upon definition of a bear market for U.S. stocks. It is important
- [Grow your AUM and Improve Client Outcomes](https://mscm.net/sub-advisors/) - Grow your AUM and Improve Client Outcomes Registered Investment Advisors (RIAs) manage about one-fourth of all AUM in America. At nearly $5 Trillion in client assets, the opportunity for RIA growth is extremely large yet highly competitive. For the past decade, firm consolidation, market competition, robo-advising, and fee compression have made growing an RIA increasingly
- [The Death of 60/40 Portfolios](https://mscm.net/the-death-of-60-40-portfolios/) - For the past 13 years, investors have been the beneficiaries of an incredible run for U.S. equities. The S&P 500 Total Return index finished 10 of the past 13 years above 11%!
- [Diversify beyond the AGG](https://mscm.net/diversify-beyond-agg/) - Diversify beyond the AGG with MSCM's Tactical ETF Strategies. Finding Portfolio Safety in a Rising Rate Environment.
- [Soaring Inflation](https://mscm.net/soaring-inflation/) - SoaringInflation& The Problem with Bonds Finding Portfolio Safety in a Rising Rate Environment With inflation hitting 8.5%, the U.S. economy is entering a new reality of tight monetary policy. The Federal Reserve Board has signaled that in addition to prescribed rate increases, they will be aggressively reducing their balance sheet. This dual approach aims to
- [SMArtX](https://mscm.net/smartx/) - MSCM Strategies have been selected to the SMArtX Select List. MSCM’s Tactical ETF strategies have delivered returns over long time horizons that are better than the S&P 500 Index (100% equity), while being less risky than the traditional 60% stock and 40% bond portfolio. Access the Strategies [tcb-script charset=”utf-8″ type=”text/javascript” src=”//js.hsforms.net/forms/shell.js”][/tcb-script][tcb-script] hbspt.forms.create({region: “na1”,portalId: “20638978”,formId: “0f0da92c-d6d7-4dab-a821-a7ce2c99efe2”});[/tcb-script]
- [The Death of 60/40 – GAds](https://mscm.net/death6040_gads/) - The death of 60/40:Diversifiers to Help Navigate the Decade Ahead Build a high-performing, fortress portfolio to combat low future expected returns. Recent outsized returns For the past 13 years, our clients have been the beneficiaries of an incredible run for U.S. equities. The S&P 500 Total Return index finished 10 of the past 13 years above
- [Prepare Your Client Portfolios for the Next Recession](https://mscm.net/recession_portfolio/) - Prepare Your Client Portfolios for the Next Recession Prepare Your Client Portfolios for the Next Recession No one can forecast when the next recession will occur, but correctly positioning a portfolio for tomorrow’s risks is vital. Often, interest rate hikes precede a recession, and we are entering a new rate hiking cycle. It’s important to
- [The Death of 60/40](https://mscm.net/the-death-of-60-40/) - The death of 60/40:Diversifiers to Help Navigate the Decade Ahead Build a high-performing, fortress portfolio to combat low future expected returns. Recent outsized returns For the past 13 years, our clients have been the beneficiaries of an incredible run for U.S. equities. The S&P 500 Total Return index finished 10 of the past 13 years above
- [Navigating Volatile Markets](https://mscm.net/volatile-markets/) - Risk Management and Hedging Provide Downside Protection During Market Volatility
- [SMArtX Press Release](https://mscm.net/smartx-press-release/) - SMArtX Advisory Solutions Expands OCIO Services with Publication of SMArtX Select Manager List WEST PALM BEACH, Florida. December 15, 2021 The Select List Provides Extra Due Diligence on Existing Platform Strategies WEST PALM BEACH, Fla., December 15, 2021 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey
- [A Win-Win; Growing Your Firm by Improving Client Outcomes!](https://mscm.net/growing-and-improving/) - A Win-Win ​Growing Your Firm by Improving Client Outcomes! Registered Investment Advisors (RIAs) manage about one-fourth of all AUM in America. At nearly $5 Trillion in client assets, the opportunity for RIA growth is extremely large yet highly competitive. For the past decade, firm consolidation, market competition, robo-advising, and fee compression have made growing an RIA
- [Training and Test](https://mscm.net/test-training/) - Whyour strategies? Our Tactical ETF strategies have delivered outstanding results through difficult market environments and provide more of what you want – better returns without suffering gut-wrenching drawdowns. Our Tactical ETF strategies have delivered returns over long time horizons that are better than the S&P 500 Index (100% equity), while being less risky than the
- [Contact](https://mscm.net/contact/) - Contact Us Contact Info Find us here 4701 W Lovers Lane,Dallas, TX, 75209 email info@mscm.net phone (214) 922-9200 Send us a message [tcb-script charset=”utf-8″ type=”text/javascript” src=”//js.hsforms.net/forms/shell.js”][/tcb-script][tcb-script] hbspt.forms.create({region: “na1”,portalId: “20638978”,formId: “c534eaff-e7ef-4054-8829-f65b1f8232e4”});[/tcb-script]
- [Death of 60/40](https://mscm.net/death-of-60-40/) - In 1952, Harry Markowitz made groundbreaking progress in understanding the risk-return trade offs in portfolios.
- [Why Tactical and Why Now?](https://mscm.net/why-tactical-why-now/) - In the 13 years since the Great Financial Crisis the S&P 500 has returned over 560%. Recently, strong earnings reports, sustained profit margins...

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