Risk adjusted rates of return for equities and fixed income vary over time. This presents tactical opportunities.

AFAM | Innealta Capital offer solutions that attempt to capitalize on these opportunities by moving a greater percentage of your investments to the assets classes with the highest risk adjusted rate of return at that moment.

Specifically, the Dynamic Portfolio Series (DPS) combines an adaptable tactical asset allocation portfolio component, emphasizing risk management in the short-term, with a long-term-oriented strategic portfolio component focused on undervalued U.S.-traded equities, and then anchors that combination with a fixed-income portfolio component.

As you know, risk can now be quantified for comparison. As no one knows what the market will actually do, there are strong arguments that can be made for the use of tactical strategies designed to protect you on the downside but still participate in the upside which is exactly what DPS is uniquely designed to do, particularly in volatile markets.

DPS is a blend of the Tactical and Strategic. If offers exposure to both equities and fixed income across domestic and international markets. We use both stocks and ETFs in these portfolios.

A portfolio for all seasons!

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