Frequently Asked Questions


What is tactical asset allocation (TAA)

Tactical asset allocation (TAA) is an active investment methodology where a portfolio’s mixture of asset classes is adjusted over time in response to changes in asset class performance or value. The goal of tactical asset allocation strategies is to improve portfolio performance while reducing downside risk.

How often do your strategies change?

New strategy recommendations are available at the end of each month. Strategies are designed to make changes to investments on the last trading day of the month.

How much effort is needed to implement a strategy

Approximately 10-20 minutes per month could be needed if strategy recommendations change. Under some market conditions, strategies do not recommend changes from one month to the next.

How can your strategies outperform other investment strategies?

We utilize a tactical approach to asset allocation which changes investments systematically over time using mathematical models. This tends to keep portfolio models invested in the strongest areas of the stock market in bull markets, and in safer investments during bear markets.

What is your cancellation and refund policy?

When cancelling a monthly or annual subscription, all future charges associated with future payments of your subscription will be cancelled. You may cancel your subscription at any time on our website or by contacting us. Your cancellation will become effective at the end of your current billing period. You will not receive a refund; however your subscription access and/or delivery and accompanying membership benefits will continue for the remainder of the current period.

How can I cancel my account?

You can cancel your membership for any reason without contacting us. To do so, simply login and click on your account settings. Then just click the Cancel button.


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Note: This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities or other financial instruments mentioned in this material are not suitable for all investors. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only intended at the moment of their issue as conditions quickly change. The information contained herein does not constitute advice on the tax consequences of making any particular investment decision. This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation to you of any particular securities, financial instruments or strategies. Before investing, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.