All-Weather Growth
Our All-Weather Growth Strategy is our most aggressive collaborative effort, expertly formulated to achieve maximized performance within all market cycles.
The Wealth Quorum®, in cooperation with our colleagues at MarketGaugePro.com and MG Asset Management, have co-developed our All-Weather Growth Strategy.
This aggressive, risk-managed growth strategy is designed to achieve maximized performance within all market cycles.
This boldly positioned strategy offers a blended composition of our highest performing components, but with a strong emphasis placed upon our newly conceptualized “in and out” method. This revolutionary system is designed to optimally navigate market ups and downs and significantly reduce volatility and drawdowns. Our “All-Weather” approach is an effective portfolio solution that incorporates different investment strategies (edges) and various tactical and adaptive algorithms that are structured to work together to produce positive risk-adjusted performance in bullish markets and provide defensive, risk-averse performance in unfavorable stock environments.
This strategy is available to both our individual and professional Members and offers unprecedented flexibility and customization. Members who wish to participate will enjoy the ability to employ unlimited levels of capital that can best suit their needs, coupled with some of the most competitive fees available in the industry. In addition, professional Members have the choice of receiving signals directly from us so they can execute their transactions through any custodian of their choice -or- they may may opt to have their funds managed by utilizing our sub-advisory platform with Advyzon Investment Management. Both individual and professional Members can choose to have their accounts executed through any of our growing network of top providers, including leading companies such as Interactive Brokers, Schwab, and in the very near future, Apex and Pershing. We are in the process of rapidly expanding these choices to offer our Members maximized convenience.
THE COMPONENTS
Aggressive Growth in this strategy is achieved with the imposition of a large array of individual investment strategies including Global Macro ETFs with exposure to commodities, interest rates, international equities, leading market sector ETFs, global thematic ETFs, and inverse ETFs.
In addition, large cap, mid cap, and small cap stocks with market leading momentum in both earnings and price performance as well as leading Nasdaq performers are also selectively employed.
Tactical trading of US equity index ETFs based on algorithmic models of market internals and sentiment as well as investments that may employ leveraged ETFs are also considered.
Finally, The Wealth Quorum® Core Strategies as well as MarketGauge’s Tactical Core Equity Strategies may also be selectively employed at optimal times based on market conditions.
Money market instruments are employed when cash is raised between exiting positions and entering new investments.
THE ONBOARDING PROCESS
The very first step in the process is to contact us directly and schedule a brief consultation directly with our Managing Director, Clayton Anderson. During this brief call, it will be determined which onboarding process is likely most suitable for your needs. Mr. Anderson will then refer you directly to our team of onboarding professionals who will carefully examine your unique situation and guide you through the remainder of the process in the most seamless and expedited fashion possible.
Individual Investors will be seamlessly guided through a simple 3-step onboarding process.
1) First, a consultation will be scheduled with one of our registered investment advisors with our partners at MG Asset Management. During this consultation, your advisor will help you both determine and confirm your suitability for your desired strategy selection. Your advisor will then help you determine the optimal options for who will serve as the designated custodian for your assets. This could include an existing relationship you already have established or one that your advisor suggests. Your advisor will then prepare and explain all the necessary agreements to establish the relationship between yourself and MG Asset Management.
2) Second, your advisor will prepare, explain and execute all the necessary agreements between yourself, the custodian of choice and MG Asset Management.
3) Finally, your advisor will begin professionally managing your assets within your current custodial account (if feasible) or you will be assisted with transferring your assets to a new custodial account (if necessary) where they will be managed. You will then be provided with seamless instructions on how you can constantly monitor your account moving forward.
We will be constantly evaluating ways to improve and expedite this whole process using the latest technology among the rapidly expanding list of custodians we partner with.
Professional Investors and Registered Investment Advisors (RIA’s) (who wish to self-manage their client’s assets using our strategies) will have the ability to enroll into a subscription via MarketGaugePro.com (MG Pro) and will be able to seamlessly manage their assets (with our on-going guidance). Your MG Pro Consultant will sign an agreement with you and will work closely with you to determine the optimal subscription configuration. There will be a monthly minimum subscription fee and an additional monthly fee based on how much assets under management (AUM) the RIA is managing using our strategies.
Professional Investors and Registered Investment Advisors (RIA’s) (who wish to have us manage “a portion” of their client’s assets) will schedule a consultation with an assigned registered investment advisor who will take you through the various choices of managing your client assets with MG Asset Management (as a sub-advisor) and offer you comprehensive access through their investment management portal.