Our Technology
Our technology isn’t meant to be predictive or create “what-if” scenarios. Our technology looks at what is occurring in the market and reacts with actionable decisions as a result.
Every night our technology takes precise measurements of thousands of investments. Each price is examined using finely tuned mathematical formulas. These formulas help to create proprietary scores for every investment and recommends actionable decisions with no interpretation needed.
We recognize clients have different needs and preferences to how their money is managed which is why we offer two different options for observation.
Tactical Edge (Alpha)
Tactical Edge models are focused on maximizing total return within an acceptable risk tolerance. Within the portfolio, a range of assets compete to earn a spot in the allocation.
Each asset receives a mathematical score based on its price performance. If an investment is performing better, the Tactical Edge model is responsive and will recommend a change. If no investment looks appealing, cash is always an option.
- Cash
- Value
- Blend
- Growth
Unproductive investments are replaced with those showing the most strength.
Tactical Edge Models are Ideal For:
- Those looking for long term capital appreciation
- Those that like the ability to go to cash in shaky markets
- Those familiar with tactical asset allocation and do not mind or are unaffected by tax sensitivity
Volatility Target (Beta)
Volatility Target models are our strategic investment management solution focused on targeting a certain level of market risk based upon a stated risk tolerance. Within the portfolio, each investment is given a volatility score based on its price performance.
This volatility score is then compared to the designated target and then allocations are quantitatively adjusted on a periodic basis to help maintain appropriate risk exposure regardless of the market environment.
- Cash
- Value
- Blend
- Growth
- Bonds
Asset classes weightings are adjusted on a periodic basis to reflect market volatility.
Volatility Target Models are Ideal For:
- Those sensitive to taxes or turnover
- Those looking for consistent yield rather than total return
- Those inexperienced with tactical asset allocation
Want to see EdgeTech in Action? Learn More.
Our advisors can demonstrate how the EdgeTech technology can help your investment accounts. Contact us today to get started.