Core Opportunity Strategy™

Harness the Power of Multiple Investment Theories

CoreOps™ offers an innovative, proactive hybrid approach that blends active and passive portfolio management techniques via mutual funds and exchange traded funds (ETFs). Incorporating both fundamental and technical analysis, the portfolio offers a multi-factor approach to its allocation architecture:

  • A core that offers exposure to the broader markets via strategic asset allocation utilizing a blend of primarily active, diversified fixed income allocation with a primarily passive, diversified equity allocation.
  • Satellites that offer variable exposure, via ETFs, to a variety of asset classes and sectors by leveraging relative strength technical analysis.