Growth Programs
Weiss All Weather Managed Account
Moderate Risk
The Weiss All Weather Managed Account strategy takes a dynamic approach to asset allocation by combining three distinct investment components — diversification in equities and fixed income for balanced growth potential, bear market hedges to protect against potential declines in bonds or equities, and cash allocation as warranted.
The goal of the program is to combine a bear market hedge with balanced capital growth potential in a single program.
This program takes a dynamic approach to asset allocation using a diversified portfolio of securities and is proactively rebalanced as market conditions change, making it suitable for a wide range of market conditions.
Suitable for investors with a moderate risk tolerance looking for long-term total return with the ability to hedge during prolonged market declines.
Weiss All-World Strategic Growth Program
Aggressive Risk
The Weiss All-World Strategic Growth Program is a mutual fund-based strategy which seeks to provide long-term growth by investing in both domestic and international equity mutual funds, including those that invest in emerging markets.
Suitable for investors with an aggressive risk tolerance looking for long-term growth.
Mutual funds included in this program have historically demonstrated an ability to outperform their benchmarks over the long term.
Fund positions within the program are actively rebalanced, as needed, to prevent over or under-weighting any one sector, industry, country or region of the world.
Each mutual fund selection is dynamically monitored based on factors including: fund performance, overall market conditions, our economic outlook, and other factors. We make substitutions as we believe necessary.
Funds with greater price stability, lower volatility (risk) and fund expenses as compared to their peer group are preferred and included in the program, whenever possible.
Because we participate in a ‘no-transaction fee’ mutual-fund platform, we have access to a wide universe of funds without paying a sales load.
Weiss Balanced Program
Moderate Risk
As the name implies, the Weiss Balanced Program uses a “balanced” approach to asset allocation — seeking to provide long-term capital growth, along with the potential for above-average levels of income …
The goal of this program is to provide an appropriate combination of active management and investment selections, broad asset class diversification, and the potential for stable returns.
During down-trending markets, we have the ability to adjust the portfolio’s allocation by reducing equity exposure to minimize the impact of market declines on returns.
In addition, we seek to take advantage of falling stock prices by investing in inverse securities designed to appreciate in value during periods of market weakness.
Risk management is a critical component of this strategy and we proactively perform account rebalancing, as necessary, to assure appropriate balance of risk and reward.
Suitable for investors with a moderate risk tolerance looking for long-term growth and income.
Weiss Bear Strategy
Aggressive Risk
The Weiss Bear Strategy is an active trading strategy designed to take advantage of prolonged stock or bond market declines.
The program offers investors the opportunity to take advantage of broad and sustained stock- and/or bond-market declines.
If you own securities that could decline in value during a prolonged bear market, you may want to consider this strategy as a hedge to help protect your investment portfolio.
If your objective is to potentially earn short-term profits while markets decline, you may also want to consider this aggressive strategy.
The Weiss Bear Strategy is eligible for investment by IRAs, 401(k)s, and other retirement plans.
Weiss Diversified Global Income and Growth Program
Moderate Risk
The Weiss Diversified Global Income and Growth Program is a mutual fund-based program designed for moderate-risk investors whose objective is to seek consistent total return through both cash flow and price appreciation potential …
With ideal parameters at 60% allocation to income-producing investments combined with an equity component up to 40% to give you the opportunity for growth.
Each mutual fund selection is dynamically monitored based on factors such as: fund performance, overall market conditions, our economic outlook, and others. We will make substitutions as we feel necessary.
Funds with greater price stability, lower volatility (risk) and fund expenses as compared to their peer group are preferred and included in the program, whenever possible.
Because we participate in a ‘no-transaction fee’ mutual-fund platform, we have access to a wide universe of funds, without paying a sales load to buy these funds.
Weiss ETF Strategic Allocation Portfolio
Moderate Risk
The Weiss ETF Strategic Allocation Portfolio is designed for investors with a moderate risk tolerance who are interested in diversifying their assets and simplifying their portfolio …
The program is an exchange traded fund (ETF)-based program designed to meet the needs of investors who:
Recognize the value of a professionally managed and properly diversified asset-allocation strategy that is strategically rebalanced according to market conditions.
Seek to diversify their existing portfolio, including retirement assets, by using an ETF allocation strategy.
Have an investment time horizon of 3-5 years, with a goal of capital appreciation and moderate risk. Program may also be suitable for a conservative or aggressive investor seeking an ETF asset-allocation strategy for a portion of their overall portfolio.
