Our Approach is Designed to Participate When Markets Rise.
It is Also Designed to Protect When They Fall.
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 allocations to 100 percent defensive positioning based on what market conditions are telling us. Our strategy is designed to quickly shift allocations to better performing sectors, alternative investments, US Treasuries, gold, or cash based on our assessment of current market conditions.
How this Plays Out By the Numbers
| MSCM TPSR | Benchmark 60/40 | S&P 500® Index |
Performance Information as of March 31, 2026
| 1 Year | 18.2% | 12.4% | 17.8% |
| 3 Year | 18.1% | 12.4% | 18.3% |
| 5 Year | 9.8% | 7.4% | 12.1% |
| Since Inception Annualized Return | 11.5% | 9.4% | 14.2% |
Risk Characteristics Since Inception
| Beta | 0.39 | 0.71 | 1.00 |
| Annualized Volatility | 9.81% | 10.36% | 15.53% |
| Max Drawdown | (13.0%) | (20.9%) | (33.9%)m |
Your clients have the potential to earn higher returns with significantly less risk than a balanced portfolio.
Past performance is not indicative of future results.
The Opportunity for Your Clients
Active portfolio management in recent years has proven to be an effective option when compared to other portfolio structures. Why?
- Investors often don’t have the patience and discipline to stay invested during falling markets, often missing out when they rebound.
- Equity and bond markets don’t always perform as they traditionally have, where bonds offered a level of safety when equity markets fell. 2022 is a recent example when both fell at the same time.
MSCM TPSR is an actively managed investment you can utilize in your clients’ portfolios. When markets rise, we participate. When our models signal trouble, we shift market segments, or move to treasuries, alternatives, gold, or cash in an effort to protect your clients’ hard-earned capital.
Many wealth managers and investors are unfamiliar with tactical portfolio management and its benefits. That’s why certain advisers start with a 20 to 30 percent allocation to tactical portfolio management to see how it performs in a portfolio over time.
MSCM could be right for clients:
- Approaching or in retirement
- Who can’t afford catastrophic losses
- Need growth without betting everything on markets never correcting.
Why MSCM is Different
- Rules-based signals govern investment decisions, not emotions.n
- Equity-like returns with a layer of protection.
We also serve as sub-adviser to an ETF using the MSCM TPSR strategy. Click here for information about the ETF.
Then, take your next step toward finding out more about our unique way designed to grow assets while adding a layer of protection.