Goaltender

Goaltender is the tactical model we use to complement our strategic asset allocation portfolios. Goaltender is not designed to “beat the market,” but to manage risk and help investors survive severe market downturns. The model is 100% rules-based and is designed to rotate out of equities and into defensive assets when volatility picks up and the probability for drawdowns increases.

Is Goaltender the right portfolio strategy for you? Ask a financial advisor today.