A HEDGE IS NOT INSURANCE AGAINST LOSSES
The effectiveness of the hedge and degree of downside risk mitigation varies with market conditions. The Defined Risk Strategy can and does have periods of losses.
Our goals-based hedged-equity approach is driven by a three-step, rules-based and repeatable investment process that removes emotions from the investment process.
The Defined Risk Strategy is Always Invested, Always Hedged.
A distinct, time-tested blend of passive investing and active risk management.