Broker Check

AlphaSolutions Models

AlphaSolutions Conservative Growth & Income

Primary:  Seeks to provide dividend income with moderate growth.

Secondary: Seeks to reduce equity market volatility during bear markets by reducing equity exposure.

Factsheet

AlphaSolutions Low Volatility Model

Primary:  Seeks to provide equity growth.

Secondary: Seeks to reduce equity market volatility with positions that historically have mitigated downside risk, while including technical signals that when triggered will reduce equity exposure.

Factsheet

AlphaSolutions Multi-Sector Fixed Income Model

Primary: Seeks to invest in high-ranked sectors within the fixed income market to achieve long term positive returns and to minimize fixed income risk by rotating out of weaker sectors

Secondary: Seeks income from interest and dividends

Factsheet

AlphaSolutions Tactical Response Model

An investment model that utilizes Artificial Intelligence to identify
market trends for growth and downside risk controls

Primary:  Seeks long term growth by investing in major equity indices when they are trended in or are advancing

Secondary: Seeks to reduce market volatility by reducing or eliminating investments when major indices are trended out

Factsheet

AlphaSolutions 13/50 Model

Primary:  Seeks long term growth by investing in major equity indices when they are trended in or are advancing

Secondary: Seeks to reduce market volatility by reducing or eliminating investments when major indices are trended out

Factsheet

AlphaSolutions Daily Harvest Model

Primary: Seeks short term growth by buying and selling leveraged ETFs to reach a 1% profit target due to the large daily price variability, generally taking profits very quickly, often daily.

Secondary: Seeks to reduce market volatility by minimizing trades that carry over to the following day by closing out trades by the end of the trading day or within a few days.

Factsheet

AlphaSolutions High Yield Income

Primary: Seeks to produce a high level of risk-adjusted income

Secondary: Seeks to reduce volatility and long term growth of capital

Factsheet

AlphaSolutions Ascend Model

Primary:  Seeks long term growth of capital by investing in high-ranked equities during bull markets.

Secondary: Seeks to reduce volatility during a bear markets by utilizing risk control measures.

Factsheet

AlphaSolutions Momentum

Primary: Seeks long term growth of capital by investing in high-ranked Global Equity Classes.

Secondary: Seeks to reduce volatility during bear markets by decreasing equity exposure and increasing cash and bond positions.

AlphaSolutions Momentum | High Equity

Max Equity 90% | Fixed Income 10%

Minimum Equity 30% | Fixed Income 70%

Factsheet

AlphaSolutions Momentum | Medium Equity

Max Equity 60% | Fixed Income 40%

Minimum Equity 20% | Fixed Income 80%

Factsheet

AlphaSolutions Momentum | Low Equity

Max Equity 30% | Fixed Income 70%

Minimum Equity 10% | Fixed Income 90%

Factsheet

AlphaSolutions Reduced Volatility Bull-Bear

Primary: Seeks long term growth of capital by investing in high-ranked equity classes during bull markets.

Secondary: Seeks to reduce volatility during bear markets by having no equity positions and being fully invested in cash and bond positions.

Factsheet

AlphaSolutions Sector Rotation

Primary:  Seeks long term growth of capital by investing in high-ranked U.S. Equity Sectors of the market.

Secondary: Seeks to reduce volatility during bear markets by investing in cash and bond sectors.

Factsheet

AlphaSolutions Blended Bull/Calendar

Primary: Seeks long term growth of capital by investing in high-ranked equity classes during bull markets.

Secondary: Seeks to reduce volatility during a bear markets by utilizing risk control measures.

Factsheet