We combine quantitatively driven Tactical strategies that are based on actual real time price movements with Fundamentally managed portfolios, that are based on numerous fundamental factors. We believe the unique combination of these two investment disciplines creates more broadly diversified and efficient portfolios for our clients.
In our experience, tactical strategies can be less correlated to broader traditional asset classes. This lower correlation is what helps to create more efficient portfolios consistent with Modern Portfolio Theory. We like to believe that we have enhanced MPT. The Braver Tactical strategies give us the unique low correlation and risk control attributes that are otherwise lacking across traditional diversification methods. These tools allow advisors to better manage their client portfolios. We encourage you to explore the possibilities.
If you are seeking investment strategies or complete portfolio solutions to improve your client portfolio, we encourage you to explore what we have to offer by contacting us at firstname.lastname@example.org or (617) 559-3413.
Tactical Single Sleeve portfolios seek a wide range of investment performance outcomes, from Conservative to Very Aggressive.