© 2019 Creekside Financial Group Inc., 167 Creekside Lane, Winchester, VA  22602

 

Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Creekside Financial Group Inc. are independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Creekside Financial Group Inc. does not offer legal or tax advice. Retire Shield TM is a registered trademark and proprietary investment portfolio model.

ShieldTM

Retire

MODEL  PORTFOLIO  SERIES

What is Retire ShieldTM?  
Retire ShieldTM is a model portfolio series consisting of either an aggressive, moderate or conservative asset allocation. All 3 models will move to a defensive allocation when specific, pre-determined volatility triggers are met.
 
How does Retire ShieldTM work?  
Retire ShieldTM measures monthly market volatility to determine whether the model asset allocations will hold a growth allocation or defensive allocation during the next month.  When the monthly market volatility score reaches a pre-determined threshold, all 3 models will rebalance to a defensive allocation.  When the monthly market volatility score is below the pre-determined threshold, the model indicates a growth allocation.
 
Retire ShieldTM also uses three specific, intra-month “bail-out” triggers that allow for the model to move to a defense allocation without waiting until the end of the month.
 
What is the goal of Retire ShieldTM ?  
The primary goal of the Retire ShieldTM Model Series is to reduce the possibility of a substantial market drawdown while still allowing for potential portfolio growth and liquidity.
 
For what type of investor is Retire ShieldTM  Model Series positioned?  
Retire ShieldTM  is specifically positioned for investors who have accumulated a substantial portfolio value, wish to continue growing their portfolio, at least partially in the equity market, but desire a daily watch over their portfolio in order to reduce the likelihood of substantial market drawdown.

POSITIVE INDICATION

Aggressive

99% Equities
0% Fixed Income
1% Cash 

Moderate

59% Equities
40% Fixed Income
1% Cash 

Conservative

30% Equities
69% Fixed Income
1% Cash 

DEFENSIVE INDICATION

Defensive

0% Equities
99% Fixed Income
1% Cash