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.
AlphaSolutions Low Volatility Model
Primary: Seeks to provide equity growth.
Secondary: Seeks to reduce equity market volatility with positions selected to help manage downside risk, while including technical signals that when triggered will reduce equity exposure.
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.
AlphaSolutions Tactical Response Model
A rules-based investment model that uses AI-assisted market indicators to help 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.
AlphaSolutions Momentum Model
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.
High Equity
Max Equity 90% | Fixed Income 10%
Minimum Equity 30% | Fixed Income 70%
Medium Equity
Max Equity 60% | Fixed Income 40%
Minimum Equity 20% | Fixed Income 80%
Low Equity
Max Equity 30% | Fixed Income 70%
Minimum Equity 10% | Fixed Income 90%
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.
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.
AlphaSolutions Dividend Growth Model
Primary: Long term capital growth by seeking to invest in dividend paying companies with an emphasis on companies that have demonstrated the ability to maintain and grow their dividends.
Secondary: Seeks broad equity diversification through companies with attractive dividend yields, while maintaining a somewhat more conservative equity profile.
AlphaSolutions Quality Growth Model
Primary: Long term capital growth by seeking to invest in high quality companies with strong relative fundamentals, financial strength, and the ability to grow earnings.
Secondary: Seeks broad equity diversification with an emphasis on financially strong and profitable companies, with some positions emphasizing companies with a history of dividend growth.
AlphaSolutions Momentum Factor Model
Primary: Long term capital growth by seeking to invest in companies demonstrating strong relative price momentum.
Secondary: Seeks diversified equity exposure across large, mid and small capitalization companies.
AlphaSolutions Focus on Tomorrow Model
Primary: Long term capital growth by seeking to invest in companies positioned to benefit from technological innovation and emerging trends shaping the future.
Secondary: Seeks exposure across technology and innovation focused investment themes, while accepting a higher level of volatility and risk than the broad equity market.