Asset Allocation Solutions

mypath Asset Allocation Portfolios™

Our mypath Asset Allocation Portfolios™ (MAAP) are strategic asset allocation strategies focused on providing diversified portfolios with risk adjusted returns. The diversification of holdings within each portfolio seeks to reduce the overall risk in terms of variability of returns.

smarttactical™ Solutions

Our smarttactical™ Solutions are driven by one of our two proprietary risk analysis models (macrocast™ and microcast™). The strategies driven by microcast™ are denoted by the letters “TX”, indicating the experience within those strategies are driven more by technical analysis.

Opportunity Strategy

This strategy targets between 35-40 individual equity positions. It can invest in any exchange traded asset class and is not restricted by market cap, sector, or geographic location, based upon macrocast™ or microcast™ indicators, this strategy may hold a substantial fixed income or cash position.

Dynamic Strategy

This strategy targets between 17-20 ETF positions and utilizes a core/satellite approach to investing. It can invest in any exchange traded asset class and is not restricted by market cap, sector, or geographic location. Based upon macrocast™ or microcast™ indicators, this strategy may hold a substantial fixed income or cash position.

Core Demand Strategy

This strategy targets between 20-30 individual equity positions. It applies an ESG filter to identify sustainable, demand inelastic businesses with an emphasis on higher quality and lower volatility. It can invest in any exchange traded asset class and is not restricted by market cap, sector, or geographic location. Based upon macrocast™ or microcast™ indicators, this strategy may hold a substantial fixed income or cash position.

Blended Solutions

Helix Strategy

The Helix Strategy combines strategic asset allocation with tactical risk management to create a holistic client solution. The Corbett Road Opportunity ETF (OPPX) forms the foundation of the Helix Series, complimented by 8-15 exchange-traded funds (ETFs) with target allocations determined by the risk tolerance of the individual investor. Adjustments to individual positions and/or portfolio rebalances will be guided by Corbett Road's proprietary risk model, macrocast™, or by changes to the underlying holdings within the tactical allocation. Pairing actively managed tactical investments with the diversification benefits of passive broader asset allocation exposure, the Helix Series offers a synchronized investment approach with disciplined risk management.