FC Wealth Solutions offers a dynamic approach to asset management. Our approach is an alternative to the traditional “buy-and-hold” approach which adheres to static allocations across various asset classes. We believe this approach subjects investors large amounts of volatility during adverse market conditions. We believe in strategically altering our asset allocations between stocks, bonds and cash with our proprietary models that monitor over 30 different fundamental and technical indicators in order to detect turning points in investment cycles.
The goal of the various strategies is to capture the long-term returns of the markets while minimizing large drawdowns often associated with traditional buy-and-hold approaches. Our core trading strategies have been tested on over 30 years of market data to determine their historical significance.
Our advisors will create customizable portfolio solutions for your individual needs through the use of our various strategies. We will seek to understand your goals, risk tolerance and other financial risks in order to determine the most appropriate mix for you. Our various strategies are listed below:
The Core Equity Strategy is an actively managed ETF strategy that trades across the equity, bond and commodity markets. It focuses on making strategic asset allocation decisions using a systematic, rules-based methodology that monitors a wide range of fundamental and technical indicators. It is often fully invested in equities but has the ability to turn to cash in order to protect against adverse market shocks. It’s rules-based methodology has been tested on over 35 years of market data for historical significance.
The goal of the Core Equity Strategy is to capture the long-term returns of the equity market but minimize the volatility often associated with a traditional buy & hold approach.