Manager/Fund (click for PDF) | Structure | Investment Category |
Elessar Small Cap Value | Separate Account Manager | Small cap value |
Redwood Managed Risk Account | Separate Account Manager | Alternative, using high yield bonds |
Clark Navigator Fixed Income | Separate Account Manager | Fixed income rotation, high yield, gov’t corp |
CMG Opportunistic Strategy | Separate Account Manager | Asset allocation, rotating among stock ETFs |
Gries Logix | Separate Account Manager | Stock dividend strategy |
Good Harbor Tactical Core | Separate Account Manager | Stock and bond rotation strategy |
BTS Select Asset Allocation | Separate Account Manager | Fixed income rotation |
Wedgewood Large Cap Focused | Separate Account Manager | Large company stock |
Berwin Income BERIX | Mutual Fund | balanced fund |
Catalyst Hedged Futures HFXAX | Mutual Fund | managed futures, alternative |
361 Capital Hedged Futures AMFQX | Mutual Fund | managed futures, alternative |
Fidelity Biotech FBIOX | Mutual Fund | biotechnology stocks |
Rivernorth Strategic Income RNDLX | Mutual Fund | bond fund, using closed end bonds |
Catalyst Floating Rate Bond CFRAX | Mutual Fund | fixed income using floating rate bank loans |
Walthausen Small Cap Value WSCVX | Mutual Fund | small company stocks |
ATAC Inflation Rotation ATACX | Mutual Fund | rotation fund between stocks and bonds |