Complete portfolio solutions that optimize Braver’s tactical strategies with Braver’s fundamental long only asset allocation strategies into one simplified portfolio solution.
Fundamental strategies stay fully invested in a diversified manner seeking to participate in markets upward long term bias.
Tactical strategies serve to mitigate risk or provide additional alpha generation around the core fundamental strategies.
Three portfolios available based on risk/return objectives:
Conservative
Moderate
Growth
The investment committee meets regularly to determine strategy weights included in the portfolio allocations.
