Our AllocateRite Strategies and InSCITE™ Tax Planning

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U.S. Domestic Composite

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The AllocateRite US Domestic Composite is managed to a fully automated long-only dynamic asset allocation investment model utilizing highly liquid exchange traded funds ("ETFs"). The ETFs include broad sector-based U.S. equity funds, U.S. government bond index funds and 1-3 month U.S. Treasury Bill Index funds. The goal of the strategy is to provide capital preservation, long-term capital appreciation and income.

Diversified International Composite

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The AllocateRite Diversified International Composite is managed to a fully automated long only dynamic asset allocation investment model utilizing highly liquid exchange traded funds ("ETFs"). The ETFs include broad country-based equity funds, U.S. government bond index funds and 1-3 month U.S. Treasury Bill Index funds. The goal of the strategy is to provide capital preservation, long-term capital appreciation and income. The strategy's exposure is diversified across international equity markets and U.S. Treasury bonds and bills. It utilizes a global macro model to determine the investment allocations.

Global Dynamic Blend

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The AllocateRite Global Dynamic Blend Composite is managed to a fully automated long-only investment model utilizing highly liquid exchange traded funds ("ETFs"). The ETFs include broad country-based and U.S. sector equity funds, U.S. government bond index funds and 1-3 month U.S. Treasury Bill Index funds. The goal of the strategy is to provide capital preservation, long-term capital appreciation and income. The strategy's exposure is allocated to the U.S. and international markets, and it utilizes a global macro model to determine investment allocations.

U.S. Dynamic Leverage

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The AllocateRite US Domestic Leverage is managed to a fully automated long only dynamic asset allocation investment model utilizing highly liquid exchange traded funds ("ETFs"). The ETFs include broad sector- based U.S. equity funds, U.S. government bond index funds and 1-3 month U.S. Treasury Bill Index funds. The goal of the strategy is to provide capital preservation, long-term capital appreciation and income. It opportunistically deploys leverage during times of market stability to increase its return relative to the AllocateRite U.S. Domestic Composite strategy, at the expense of additional short-term risk. In highly exceptional circumstances, it is possible to for the model to short the S&P 500.

Tax Planning

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Our InSCITE tax optimization technology provides a solution tailored to each client, utilizing the cost basis of every security in the portfolio, which can be automatically downloaded from any portfolio management system.

Our AI-powered algorithms identify the best securities for substitution, accomplished intelligently and adaptively through the forecasting of correlations, using the same deep learning infrastructure found in the ForeSCITE core technology. This process enables Advisors to both optimize performance and minimize tax liability.