Growing your financial assets is our focus, but protecting and sustaining your wealth is every bit as important. We use state-of-the-art research and tools to develop diversified investment portfolios that we think offer the greatest potential for success. Our research has helped us select effective strategies that fit every person on the investment spectrum.
The Best Investment Strategy For You
We utilize a wide selection of passive and active investment strategies, because each holds merit and aligns with particular financial goals. These strategies are broken into 4 categories based on the investor’s wants and needs.
This strategy type is for the investor who aims to minimize tax liability through lower portfolio turnover and has long-term investment horizons.
Global Core Allocation
The Global Core Allocation strategy seeks to manage risk through strategic allocations to a diversified group of equity, fixed income, and alternative exchange traded funds (ETFs) and mutual funds. The portfolio’s allocation is driven by the client’s time horizon, age and attitude toward risk. This portfolio tends to have lower internal expenses and trading costs through the use of ETFs and index like funds.
High Dividend Equity
The High Dividend Equity portfolio seeks to invest in a diversified blend of approximately 20 U.S. Large Cap stocks with higher-than-average dividend yields. These companies have strong balance sheets and are paying dividends that typically exceed the S&P 500 index. The portfolio is subject to market risk and is designed for the investors looking for a modest amount of growth and income over the longer term.
Growth Equity
The Growth Equity portfolio seeks to invest in a blend of approximately 20 U.S. Large Cap stocks. These companies have both above average financial strength and have favorable earnings and price trends. The portfolio is subject to market risk and is designed for investors looking for growth over the longer term.
This strategy type is for the investor who aims to lower the volatility of an investment portfolio during periods of significant and sustained market declines. Risk management strategies can be applied to both diversified and more concentrated portfolios.
Global Core Tactical Allocation
The Global Core Tactical Allocation strategy seeks to manage risk through strategic and tactical allocation of a diversified group of equity, fixed income, and alternative exchange traded funds (ETFs), and mutual funds. A portion of the portfolio’s growth component is designed to stay invested through up and down market cycles while the remaining portion may tactically shift to overweight and underweight areas of the equity market or move to cash and bonds during declining market cycles. If necessary, the fixed income portion for the portfolio can also shift to short term bonds during rising interest rate environments. The portfolio’s strategic allocation is driven by the client’s time horizon, age and attitude toward risk. This portfolio tends to have lower internal expenses through the use of ETFs and index like mutual funds and is designed to minimizes losses during protracted market declines which may result in higher trading costs.
Global Tactical Allocation
The Global Tactical Allocation strategy seeks to manage risk through both a strategic and tactical allocation to a diversified group of equity, fixed income, and alternative exchange traded funds (ETFs), and mutual funds. The portfolio’s growth component is designed to tactically shift to areas of the U.S. and foreign equity markets that are outperforming, and away from those areas that are underperforming. The strategy may move 100% of the growth component to cash and bonds during declining market cycles. If necessary, the fixed income portion for the portfolio can also shift to short term bonds during rising interest rate environments. The portfolio’s strategic allocation is driven by the client’s time horizon, age and attitude toward risk. This portfolio tends to have lower internal expenses through the use of ETFs and index like mutual funds and is designed to minimizes losses during protracted market declines which may result in higher trading costs.
Flexfolio™ U.S. Sectors
The U.S. Sector portfolio seeks long-term capital appreciation by using a proprietary quantitative model that seeks to protect assets during declining market cycles and participating in rising market cycles. The strategy may invest in up to ten exchange traded funds (ETFs) that represent the primary sectors of the U.S. equity market. The signals are reviewed on a weekly basis for any changes to the portfolio’s holdings. The portfolio may also invest up to 100% in short-term bonds and cash should the quantitative mode indicate a defensive allocation is needed.
Flexfolio™ Global Sector
The Global Sector portfolio seeks long-term capital appreciation by using a proprietary quantitative model that seeks to protect assets during declining market cycles and participating in rising market cycles. The strategy invests in up to eleven exchange traded funds (ETFS) that represent the primary sectors of the global equity market. The signals are reviewed on a weekly basis for any changes to the portfolio’s holdings. The portfolio may also invest up to 100% in short-term bonds and cash should the quantitative mode indicate a defensive allocation is needed.
Flexfolio™ U.S. Style
The U.S. Style portfolio seeks long-term capital appreciation by using a proprietary quantitative model designed to protect assets during declining market cycles and participating in rising market cycles. The strategy invests in up to six exchange traded funds (ETFs) that represent the Standard and Poor’s market capitalization indexes of the equity market. This includes large, mid and small cap stock indexes of both value and growth styles. The signals are reviewed on a weekly basis for any changes to the portfolio’s holdings. The portfolio may also invest up to 100% in short-term bonds and cash should the quantitative mode indicate a defensive allocation is needed.
Flexfolio™ Global Allocator
The Flexfolio™ Global Allocator brings together the Flexfolio™ equity, fixed income, and alternative strategy modules into one portfolio. The strategy seeks to manage risk through both a strategic and tactical allocation to a diversified group of equity, fixed income, and alternative exchange traded funds (ETFs). The strategy may move 100% of the equity component to cash during declining market cycles. When necessary, the fixed income portion for the portfolio can also shift 100% to cash or short term bonds due to market volatility and rising interest rates. The signals are reviewed on a weekly basis for any changes to the portfolio’s holdings. The portfolio’s strategic allocation is driven by the client’s time horizon, age and attitude toward risk. This portfolio is designed to minimizes losses during protracted market declines which may result in higher trading costs.
This strategy type is for investors whose primary goal is income.
Flexfolio™ Tactical Income
The Flexfolio™ Tactical Income portfolio is designed to invest in up to five fixed income ETFs. The portfolio uses American Wealth Management’s proprietary quantitative strategy to select which areas of the fixed income market to invest in and can shift 100% to cash and short term bonds during rising interest rate cycles.
Diversified Income
The Diversified Income portfolio invests in a diversified group of bond mutual funds. The strategy uses American Wealth Management’s proprietary quantitative income signals to toggle portions of the portfolio by shifting to short term bonds.
Municipal Income
The Municipal Income strategy is a laddered bond portfolio that attempts to diversify among municipalities, states, and types of bonds. The portfolio purchases individual municipal bonds with the intent to hold the bond until its maturity, in order to minimize the effects of market volatility and interest rate risk over the longer term.
This strategy type is for the investor who positions portfolios to take advantage of different market trends.
Global Rotation
The Global Rotation strategy is designed to remain invested in equity markets during up and down market cycles. The portfolio ranks a broad list of ETFs on a weekly basis with the intent to own and equally weight the five ETFs with the highest score. This allows American Wealth Management to objectively determine when an ETF has fallen sufficiently out of favor and should be replaced. This strategy will gravitate to those areas of the market that are rising the fastest in up markets and falling the slowest in down markets.
An exchange-traded fund (ETF) is a type of pooled investment security that operates much like a mutual fund. Typically, ETFs will track a particular index, sector, commodity, or other asset, but unlike mutual funds, ETFs can be purchased or sold on a stock exchange the same way that a regular stock can. An ETF can be structured to track anything from the price of an individual commodity to a large and diverse collection of securities. ETFs can even be structured to track specific investment strategies
The Standard & Poor’s (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks.
Mutual funds are sold by prospectus only. Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of a mutual fund. The fund prospectus provides this and other important information. Please contact your representative or the Company to obtain a prospectus. Please read the prospectus carefully before investing or sending money.
There is no guarantee a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Consult your financial professional before making any investment decision.
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