Columbus High Yield
The Columbus High Yield strategy uses high yield bond mutual funds to achieve its goal of above average returns with less volatility than the general high yield market. Up to 100% of account assets may be placed in corporate bond funds or a money market fund depending upon the strategy’s proprietary model. This strategy does not employ inverse or leveraged funds.
Tactical Hi Yield
The Tactical Hi Yield strategy seeks to utilize high yield bond mutual funds to achieve above-average total return through a combination of relatively high dividend income and possible short-term capital gains. This approach seeks to keep clients’ assets in high income-producing corporate bond mutual funds when market conditions are deemed favorable. When market risk to invested principal is perceived to be unacceptably high, 100% of assets are moved to a money market fund. This strategy does not employ inverse or leveraged funds.
Ultra Select
The Ultra Select program seeks to provide capital appreciation with controlled short term drawdowns and low correlation to the S&P 500 Index. Ultra Select has an objective to match market returns during rising equity markets and to outperform the S&P 500 during falling equity markets.
Managed Alternative Assets
The Managed Alternative Assets Program seeks to provide capital appreciation with controlled short-term drawdowns while having a low correlation to broad market returns. Managed Alternative Assets has an absolute return objective, striving to provide a positive return over a complete market cycle. The Managed Alternative Assets program employs sector and money market mutual funds for variable exposure to asset classes which have traditionally been inflation hedges and have exhibited low correlation to one another. Up to 100% of an account’s assets may be committed to combinations of long, inverse or money market positions on any given day.
Dynamic US Government Bond
The Dynamic US Government Bond Investment Program seeks to provide capital growth with managed risk. The program seeks to achieve a positive return each year, independent of U.S. Government Bond market performance. The Dynamic US Government Bond program employs U.S. Government Bond mutual funds, U.S. Government Bond Inverse mutual funds and money market in an actively managed, tactical approach.
Equity Alternative
The Equity Alternative Program seeks to provide growth opportunities while minimizing drawdowns. This program strives to provide absolute return, achieving positive performance over a complete market cycle. Assets may be allocated up to 100% in long or inverse US Government Bond mutual funds, or money market. Active management signals are generated using quantitative data and are fully objective.
Market Edge
The Market Edge program seeks capital appreciation with controlled drawdowns. The program has an absolute return objective, striving to provide a positive return over a complete market cycle. The program aims to capture gains during sustained bull markets and take defensive positions during sustained bear markets. Market Edge incorporates risk management techniques that are designed to tactically allocate across asset classes with various degrees of equity to bond exposure.
Growth Plus
The Growth Plus Investment Program seeks to provide capital growth within aggressive risk parameters using an absolute return objective. The absolute return philosophy strives to provide a positive return over a complete market cycle. The Growth Plus program employs index based and money market mutual funds in an actively managed, tactical approach which seeks to identify opportunities in the short-term direction of equity markets. Up to 100% of an account’s assets may be committed to either the leveraged long, leveraged inverse or money market position on any given day.