Two Different Investment Strategies - One Goal.

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Morningstar
Fundamental

Fundamental

  • Long Term Investing
  • Valuation-Driven Allocation
  • Annual Reallocation
Morningstar by W.E. Sherman & Co
Tactical

Tactical

  • Momentum Based Investing
  • Fact-Based Strategy
  • Quarterly Reallocation
Q3 Advisers, LLC has engaged Morningstar Investment Management LLC to construct asset allocation models. Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. Morningstar Investment Management is not affiliated with Q3 Advisors, LLC and its affiliates. The use of an asset allocation model by a user of Q3 Advisors? Active401k? platform does not establish an advisory relationship with Morningstar Investment Management, as Morningstar Investment Management is not acting in the capacity of investment advisor to individual investors. Individual investors should ultimately rely on their own judgment and/or the judgment of a financial advisor in making their investment decisions. Morningstar Investment management makes no warranties, expressed or implied, as to results to be obtained from use of information it provides. Morningstar Investment Management is not responsible for the presentation of performance statistics and other data. © 2017 Morningstar Investment Management LLC. Used with permission. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc.
Q3 Advisers, LLC has engaged W.E. Sherman & Co to construct asset allocation models. W.E. Sherman & Co is not affiliated with Q3 Advisors, LLC and its affiliates. The use of an asset allocation model by a user of Q3 Advisors? Active401k? platform does not establish an advisory relationship with W.E. Sherman & Co, as W.E. Sherman is not acting in the capacity of investment advisor to individual investors. Individual investors should ultimately rely on their own judgment and/or the judgment of a financial advisor in making their investment decisions. W.E. Sherman & Co makes no warranties, expressed or implied, as to results to be obtained from use of information it provides.