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Strategic Wealth Management runs seven tactical money management programs, each with a unique focus and corresponding investment strategy. All programs utilize our proprietary model comprising both technical and fundamental analysis. We invite you to inquire regarding program returns. Our maximum annual fee is 2.5% with a minimum investment of $200,000.
Strategic S&P 500 Program
The Strategic S&P 500 Strategy seeks to provide capital growth while minimizing risk. The program has an “absolute return” objective; that is, the objective is to show a positive return each year, independent of stock market or equity indexes performance. The Strategic S&P 500 Strategy employs long or inverse positions within Rydex mutual funds. The mutual funds used are Rydex S&P 500 2x Strategy and Inverse S&P 500 2x Strategy. Rydex Money Market Funds are also included as part of risk management. Up to 100% of an account’s assets may be committed to any of the above funds on any given day. The Strategic S&P 500 Strategy seeks to identify opportunities where the short-term direction of the above mutual funds’ underlying indexes can be predicted with high probability. The model employees overbought and oversold conditions, overall market trend and price movement.
Strategic Alchemy Program
The Strategic Alchemy Investment Program seeks to provide capital growth with minimum risk. The program has an “absolute return” objective, that is, a positive return each year, independent of stock market performance. The Alchemy program employs the Rydex NASDAQ-100 2X Funds (NASDAQ 2x Fund and Inverse NASDAQ 2x Fund) and the U.S. Government Money Market Fund, in an actively managed, tactical approach. Assets are allocated in varying amounts to the short (inverse) or long funds according to the program’s market model. Up to 75% of an account’s assets may be committed to either the long or short position on any given day. Depending upon the trading signal, up to 100% of the account may be invested in the money market. The Alchemy program model is completely mechanical and seeks to identify opportunities where the short-term direction of the NASDAQ-100 Index® can be predicted with high probability. The model comprises several independent signal mechanisms, including both momentum and overbought/oversold indicators and produces an expected market direction and position size.
Strategic Multi-Index Program
The Strategic Multi-Index Strategy seeks to provide capital growth while minimizing risk. The program has an “absolute return” objective, that is, to show a positive return each year, independent of stock market performance. The Multi-Index Strategy employs long or inverse positions within equity index mutual funds that may be leveraged. Money market holdings are included as part of risk management. Assets are allocated in varying percentages to the appropriate mutual fund indices, S&P 500 2x, NASDAQ 100 2x and/ or Russell 2000 2x, according to the program’s model. Up to 100% of an account’s assets may be committed to any of the above indices on any given day.
Strategic Managed Income Program
The Strategic Managed Income Investment Program seeks to identify opportunities for profit, in the high yield bond market. The program's goal is to achieve above average total return with less volatility than the general high yield market. The Managed Income program seeks to utilize high yield bond mutual funds and actively manage using trend-based research. When market conditions are favorable, up to 100% of client assets are placed in corporate high yield bond mutual funds. When conditions are not favorable, 100% of assets are moved to a money market fund.
Strategic Moderate S&P 500 Program
The Strategic Moderate S&P 500 Strategy seeks to provide capital growth while minimizing risk. The program has an “absolute return” objective; that is, the objective is to show a positive return each year, independent of stock market or equity indexes performance. The Strategic Moderate S&P 500 Strategy employs long or inverse positions within Rydex mutual funds. The mutual funds used are Rydex S&P 500 2x Strategy and Inverse S&P 500 2x Strategy Rydex Money Market Fund is also included as part of risk management. Up to 100%of an account’s assets may be committed to any of the above funds on any given day. The above mentioned mutual funds will initially start with 50% allocation followed by an additional 50% allocation the following day assuming the signal is still active for that day according to the programs model.
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