The Target Drawdown Professional Series utilizes a tactical, diverse, tax-efficient strategy designed to minimize downside risk to specified numerical targets based on a client’s investment goals.
The Target Drawdown Professional Series utilizes a tactical, diverse, tax-efficient strategy designed to minimize downside risk to specified numerical targets based on a client’s investment goals.
This portfolio is composed of actively managed ETFs that utilize a broad spectrum of equity and fixed-income positions that are designed to generate return through market participation across five individual Target Drawdown models. Portfolios are designed to go through scene change reallocations determined through an algorithm that utilizes a rules-based discipline reaction to changing market conditions.
Typical # of Holdings: 3-7
Minimum Investment: $5,000
Inception: 01-01-2012
Portfolio Manager: The Cabana Group
