The POM Intelligent Allocation Strategies are ideal for investors seeking to be both tactical and defensive in their allocation to multi-asset class investing. The goal is to provide investors with adaptive allocations to stocks and bonds suitable for all market conditions, resulting in reasonable risk-adjusted total returns. The managers will increase or decrease the equity and fixed income exposure as the markets ebb and flow between risk-on and risk-off assets. The strategies are tactical in that they can hold up to 100% cash or cash equivalents via a fundamental analysis process, or through a tactical overlay process. The strategies seek to adjust to changing market fundamentals and technical factors by rebalancing quarterly and incorporating quantitative and qualitative analyses. Additionally, the managers may adjust the portfolio between quarters if deemed necessary. The POM strategies are suitable for core allocations in conservative, moderate, and even growth portfolios. The POM strategies take a multi-manager approach to portfolio construction with each manager being selected by our CIO based on the manager’s overall contribution to the total portfolio.
As stated above, our strategies also incorporate the latest technology in artificial intelligence (AI). At any given time, our strategies may utilize between 1 and 5 managers. There is no guarantee that POM strategies will meet their performance expectations.
3 Conservative Models
3 Moderate Models
3 Aggressive Models
1 All-Weather Aggressive Tactical Model
We also have 9 portfolios that include the above mixes and FIAs.
-Our portfolios have different fee structures. They range from 1.046% to 1.85% (annual fee).
Our portfolios all have an OnPointe Risk Analyzer “Risk Score.”
We also have a “white glove” service (this is for higher net worth clients who need or demand a more hands-on/unique investment offering
If you would like to learn more about our management philosophy and whether it may fit in with what you are trying to accomplish with your investible dollars, simply email email@example.com or give us a call at (888) 892-9882.