Institutional Consulting & CIO Services

Passive Allocation Portfolios

Longer-term “core” asset allocation portfolios utilizing a capital market assumption approach and an opportunistic re-balancing strategy. CA360 offers 8 risk-targeted models that employ low-cost, tax-efficient ETFs in ten-percent increments to stocks versus diversifying holding allocations.

Strategic Allocation Portfolios

Intermediate-term, actively managed, global asset allocation programs. The portfolios employ strategic under-weighting and over-weighting to asset classes as well as leadership-based strategies. CA360 offers 2 risk-targeted strategic models, including the Dynamic Allocation and Global Macro series.

Stra|Tactical™ Allocation Portfolios

Intermediate-term, actively managed portfolios that straddle the strategic and tactical methodology lines. These multi-asset class portfolios incorporate both longer-term “core” holdings, leadership-based strategies, as well as risk management techniques. CA360 offers 2 Stra|Tactical™ models, including the Encompass Risk-Targeted and Class Tilt series.

Tactical Allocation Strategies

Actively managed tactical portfolios designed to manage exposure to market risk and/or generate alpha via leadership strategies. CA360 offers 9 risk-managed, tactical allocation models including The Risk Manager Series (Winner of 2018 NAAIM Shark Tank Award), which is designed to stay in tune with the primary market cycle and to manage the risk of the overall environment.

Equity Selection Portfolios

Actively managed equity portfolios focused on individual stock selection alpha. CA360 offers seven equity selection models, including:

• Equity Leaders

• Equity Income

• Hyperion Equity

• Balanced Stocks

• Tax Efficient Leaders

• 100 Momentum

• Icarus Short Model

• CBI Long Model

Liquid Alternative Portfolios

Longer-term, strategic alternative class offerings. CA360 offers five risk-targeted portfolios focused on the liquid alternatives space.

Multi-Methodology Investing™ Portfolios

Portfolios utilizing a modern, multi-disciplined approach to diversification by addressing multiple investing methodologies, multiple strategies, multiple managers, and multiple time-frames – all in a single portfolio. These portfolios are typically custom designed for advisor partners. However, CA360 also offers five predesigned risk-targeted “modern” portfolio designs along the full spectrum of client risk-tolerances:

• Protective

• Conservative

• Balanced

• Growth

• Aggressive