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.
0% Fixed Income
40% Fixed Income
69% Fixed Income
99% Fixed Income