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At Tricord
Investment Advisors, we believe that there are effective
ways to gauge the ebb-and-flow of the world markets. Because
of these changing market environments, your portfolio
needs to be flexible and have the ability to adapt. We
capitalize on these trends using diversification,
asset allocation, market timing and sector rotation.
The best way to realize consistent returns over
time is to avoid large losses of principal during inevitable
market declines by utilizing a disciplined risk management
approach. Consequently, our portfolios will experience
periods when they are not invested in full equity positions
and will hold cash, fixed income, or inverse market funds in
place of the equities. We do not attempt to predict trends,
but to identify them and manage the equity exposure in each
portfolio.
All investments are selected by Tricord
Investment Advisors according to in-house evaluation
using information provided by Investors Business Daily,
VectorVest, and Dorsey Wright. Individual stocks,
closed-end bond funds, and Exchange Traded Funds (ETF's) in leading economic sectors are screened for
high value, timing and safety are held at either FISERV/DATALYNX®,, or in Folios® at Foliofn, and are rotated at the full discretion of Tricord to capitalize on identified trends.
A customized, concentrated portfolio of individual equity holdings has
the best potential for superior returns while providing
excellent expense ratios. We offer four portfolios that are geared toward your “season of life” risk analysis and goals:
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Dynamic
Market Trend Portfolio |
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The investment objective of this portfolio is to aggressively accumulate assets while managing downside risk using market timing. The
equity holding period will generally be less than twelve months, and tax-lot selling is possible due to the customization of the folios. This is our flagship portfolio,
and it may experience a high turnover rate and will have greater volatility due to
the sector concentrated structure and 100%
equity position when fully invested. This portfolio can be utilized as the aggressive growth portion of virtually any investment allocation in keeping with risk tolerance and objectives. |
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Moderate
Portfolio |
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The investment objective of this portfolio it to provide long-term equity growth in the U.S
and world markets, while limiting downside
risk using market timing. This portfolio
will move in and out of the markets as
dictated by intermediate term indicators,
and will be weighted based upon the
outlook of the various market
capitalization sectors. This portfolio has
strong growth potential with lower
volatility than the Dynamic portfolio.
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Prudent Portfolio |
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The investment objective of this portfolio it to provide equity growth comparable to the overall U.S and world, while significantly limiting downside risk using an intermediate term market timing model. This portfolio utilizes a diversified mix of Exchange Traded Funds,
stocks and closed-end bond funds, and will
react to intermediate market indicators
that will adjust the allocation to
equities, fixed or cash as conditions
warrant. Although the benchmark for return and volatility for this portfolio is a 70/30 mix of equities and bonds, historically it has had returns that rival the S & P 500. This portfolio is a great way for those who are approaching or are in retirement to have the potential for upside market returns while knowing that the downside risk is limited and will not severely impact a long term financial plan.
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Income Portfolio |
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The
primary investment objective of this portfolio it to provide income,
with capital growth secondary. The
fixed income portion of the portfolio will generally be fully invested, and will be tactically weighted based upon
the holdings relative strength in the market. The target allocation for equities is 15% or less of the portfolio.
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Tricord Investment Advisors is a Registered Investment Advisory firm in the state of Georgia.
Additional registrations will be obtained as required.
© 2010 Tricord Investment Advisors, Inc. ®. All rights reserved. Website design by sObad Graphix. |
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