Kings Series

Methodology:

Our Kings series of portfolios are designed to offer diversified asset allocation at multiple risk levels. Each portfolio –whether it is Growth, Moderate, or Conservative — is designed to achieve its respective goal (Ex. Capital appreciation, capital preservation & income) via a combination of strategic asset allocation and active portfolio management. Representing 60% of the portfolio, the strategic asset allocation sleeve of the model will buy-and-hold large-, medium-, and small-cap domestic stocks, as well as international stocks, and fixed income. The remaining 40% of the model will be more actively managed by our investment team based on current market conditions. If we expect the market to pull back in the near future, we will utilize our downside risk management “Circuit Breaker” strategies to attempt to minimize that portion of the portfolio’s downside, while simultaneously attempting to maximize its potential gains on the upside. Alternatively, if we expect the market to move higher in the near future, we will “press our foot down on the gas pedal” and increase our exposure to assets with higher potential returns in exchange for added risk. By combining strategic asset allocation with active portfolio management, we aim to get both the benefits of “time in the market” as well as professional portfolio management.

Riskalyze uses proprietary software to calculate a Risk Score from 1-99 and an expected return range over the next 6-month period based on the perceived risk of all securities in a portfolio or group of multiple portfolios. A score of 1 being very low-risk and a score of 99 being incredibly high-risk. This means the risk score of each model will lower significantly should market generate a sell signal for the individual equity portion of the portfolio. Each target is the approximate risk score when fully invested.