Customized & tactical investment strategies
Discover our actively managed ETF solutions. Invest in diversified, risk-managed portfolios for long-term growth and capital preservation.
Actively managed for growth & risk management
We offer tactical, flexible, and diversified ETF strategies tailored to meet your wealth accumulation and preservation goals.
Explore our actively managed ETF based solutions today!
Why Choose our ETF Solutions?
1. Fully customized, tactical investment strategies designed to optimize returns & manage risk
2. Globally diversified ETF portfolios that feature large, mid and small cap stocks
3. Tactical approach to sector rotation, asset allocation and global opportunities
4. Actively managed risk for consistent long-term performance & capital preservation
Our ETF strategies
Total Market Return
Maximize growth with diverse U.S. exposure
- Our Confluent Total Market Return strategy aims for long-term capital appreciation by investing in a wide range of U.S. sectors and industries
- This strategy combines large, mid, and small-cap stocks via ETFs, focusing on growth opportunities
- Actively managed to reduce risk by allocating to cash when market risk increases
- Includes dividend and broad market index ETFs for additional diversification.
Sector Rotation
Capture growth in key sectors
- The Confluent Sector Rotation strategy dynamically adjusts investments across S&P 500 sectors, seeking attractive risk-adjusted returns
- By adjusting allocations based on market conditions, the strategy aims to outperform benchmarks while maintaining balanced risk management
- Scale to cash during periods of heightened volatility to preserve capital
Global Tactical Asset Allocation
Flexible, opportunistic global investment
- Our Global Tactical Asset Allocation strategy invests in a variety of global asset classes, including stocks, bonds, and commodities
- This flexible approach adjusts allocations based on market trends, risks, and opportunities in various countries and sectors management
- Stay ahead of global market shifts while maintaining effective risk management
Global Select
Harness growth in developed and emerging markets
- The Confluent Global Select strategy focuses on ETFs that provide exposure to both developed and emerging markets
- Actively managed for capital appreciation, the strategy targets global opportunities while tactically adjusting for market risks
- When global risks rise, the strategy may shift to cash to protect the portfolio
Fixed Income
Stability and income through tactical bond investing
- The Confluent Fixed Income strategy invests in a variety of fixed-income ETFs, including government bonds, treasuries, and high-yield corporate bonds
- This strategy seeks to balance income generation with capital appreciation through a tactical approach management
- Actively managed to outperform the Bloomberg Total Aggregate Bond Index by adjusting to market conditions
Our risk management process
We use a tactical approach to managing risk by scaling back exposure during elevated market volatility and reallocating assets when opportunities arise. Our strategies are designed to protect capital in down markets while capturing growth in favorable conditions.
