Unlike ‘robo’ investment services, Active401k® does much more than simply rebalance your portfolio. When the risk of loss is high, we reduce stock market holdings to minimal percentages, depending on the strategy that fits your risk tolerance.
Three core beliefs about the markets are the foundation of our tactical strategy model. The analysis concentrates on using mathematics instead of predictions or opinions to identify current market trends and the best performing options available.
The tactical model uses a Simple Trend And Rank (STAR) portfolio construction that evaluates risk and different financial positions quarterly. This investment model has been awarded the DALBAR Validation certificate, providing an important level of security and compliance to a retirement account strategy.
We don't know where the market will go - and neither does anyone else.
Stock and bond markets constantly display identifiable trends.
And sometimes it's prudent to move money out of the markets.
Along the way there will be outperformers and underperformers.
Ask Your Advisor for More Details about the Tactical Strategy