Core Portfolios
These are ideal for investors seeking an investment strategy that leverages modern portfolio theory but still has the flexibility to adapt to current market conditions and environment.

Core Holdings

• Sectors, styles and managers that we believe should be consistently held in most portfolios over longer time horizons
• Traditional asset classes such as large, mid and small cap equities
• Domestic and International stocks and bonds

Tactical Allocation Portfolio
The portfolio seeks to provide investors with capital appreciation while limiting the downside risk.  It utilizes positions with low and negative correlations to the broad-market equity indices, as well as each other, thereby seeking to reduce potential future portfolio volatility.

Satellite Holdings

• Non-traditional asset classes and investment strategies, which have historically exhibited a low to non-correlated relationship to the traditional asset classes.

When traditional core portfolios are combined with a tactical satellite portfolio, historical studies have shown that the combination has resulted in lower total portfolio volatility, greater downside protection and the ability to participate during rising broad markets.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, an SEC Registered Investment Advisor not affiliated with Royal Alliance Associates.