Global Equity ETF Strategy
A global strategy for the long-term
We believe that investments in global equity markets, held at the right times, will outperform the broad market. Our Global Equity Strategy has capitalized on this concept since 2005, giving investors access to long-term capital appreciation through a diversified portfolio of ETFs while helping them weather periods of negative returns.
Proprietary analysis makes a difference

We launched this long-only, low-turnover strategy in 2005.
Other Strategies
Global Balanced
ETF Strategy

Holding a selection of equity and fixed-income ETFs to combine opportunity with protection.
Global Conservative
ETF Strategy

Emphasizing fixed-income ETFs for capital preservation with growth potential from active equity allocation.
U.S. Sector
ETF Strategy

Owning sector ETFs with economic tailwinds and avoiding those facing headwinds.
Large-Cap Core Equity Strategy

Selecting approximately 20 stocks which we believe are poised to benefit from economic trends.