Newfound’s Tactical, Risk-Managed Strategies Available to Help Investors Achieve Investment Goals
San Francisco, CA – May 9, 2014. WrapManager, Inc. (www.wrapmanager.com), an investment advisor specializing in building investment plans and recommending money managers for investors, is pleased to announce that they now offer three risk-managed investment strategies from Newfound Research LLC (www.thinknewfound.com), a quantitative asset management firm focused on tactical, ETF managed portfolios.
Each of Newfound’s offerings seeks to solve real investor problems. For example, the Newfound Risk Managed Global Sectors and Newfound Risk Managed Small-Cap Sectors are intended to “protect and participate,” and are designed to allow investors to participate in the gains of a bull market while becoming more defensive by building cash positions during deteriorating market environments.
For investors needing to generate income, the Newfound Risk Managed Income strategy offers a diversified and risk-managed income stream using global alternative income-generating assets.
“Investors should have access to the best money managers out there, and it’s our job to help them gain that,” said Gabriel Burczyk, CEO of WrapManager. “We are very excited to recommend Newfound and expand our selection of risk-managed money manager strategies to our clients. They offer smart, researched-based solutions that aim to solve problems faced by today’s investors.”
“We believe the best way to enable investors to meet their financial goals is by providing them with thoughtfully structured, rule-based solutions that meet the investment objectives, and address the concerns, of any investor, be it diversifying income generation or smoothing out equity market volatility,” said Tom Rosedale, CEO of Newfound Research. “We look forward to working with the great team at WrapManager and to presenting our story and strategies to their clients.”
WrapManager now recommends the following three Newfound tactical investment strategies to appropriate investors.
Request more information about them here
Newfound Risk Managed Global Sectors
Newfound Risk Managed Global Sectors aims to provide access to global equity market exposure in a risk-managed framework that seeks to limit significant capital loss, with the ability to move 100% to cash when global equity markets show signs of weakening. The strategy invests in eleven ETFs representing the primary global economic sectors.
Newfound Risk Managed Small-Cap Sectors
Newfound Risk Managed Small-Cap Sectors aims to provide access to the strong, long-term growth profile of U.S. small-cap equities in a risk managed framework that seeks to limit significant capital loss, with the ability to move 100% to cash when U.S. small-capitalization equities show signs of weakening. The strategy invests in nine ETFs representing the small-capitalization U.S. economic sectors.
Newfound Risk Managed Income
Newfound Risk Managed Income aims to provide access to alternative income generating vehicles in a risk-managed framework. The product operates under the guiding philosophy that long-term income generation depends on both yield and capital protection. The product invests in global, high-income asset classes through ETFs including both equity (MLPs, REITs, Preferreds, dividend equities) and fixed income (bank loans, high yield, EM bonds) exposures.
About WrapManager, Inc.
WrapManager, an SEC registered* investment advisor, helps investors around the country build comprehensive investment plans matched to recommended money manager strategies. The level of comfort, trust and security provided by their knowledgeable Wealth Managers helps set them apart from the throngs of impersonal financial advisors. For more information, visit www.wrapmanager.com.
* registration does not imply a certain level of skill or training
About Newfound Research LLC
Newfound Research is a Boston-based registered investment adviser and quantitative asset manager focused on rules-based, outcome-oriented investment strategies and specializing in tactical asset and risk management. Newfound pioneered the research and use of dynamic, volatility-adjusted momentum models. In the last five years, Newfound's models have been utilized to help drive the investment decisions for billions of dollars in assets. For more information about Newfound, visit www.thinknewfound.com.
Strategy descriptions listed represent a brief outline of the portfolio’s objective. There is no guarantee that any manager or product will be successful in achieving the objective described. The strategy used by the money manager listed is not suitable for all investors. This material does not represent a personalized recommendation and does not reflect individual investor’s risk and return goals nor does it serve as the receipt of, or a substitute for, personalized advice from WrapManager, Inc. or any other investment professional.
