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Brookstone Sub-Advisors

  • Tactically allocates between ETFs/mutual funds and cash based on market conditions.
  • Seeks high income generation and longterm growth over time. 
  • Uses computer models to allocate assets among money market funds and high yield bond ETFs and/ or mutual funds. 
  • Seeks long-term total return, regardless of the broad market environment.
  • The Portfolio Thermostat Model utilizes a disciplined investment process designed to provide risk management over time.
  • Actively manages asset allocation and a wide variety of exchange traded funds (ETFs) aimed to suit market conditions
  • The CMG Opportunistic All Asset Strategy (CMG OAAS) is a rules-based, tactical investment strategy
  • Strategy utilizes a price-based decision making process with a defined BUY and SELL discipline to proactively manage risk. 
  • The portfolio construction process utilizes a proprietary relative strength ranking system to capitalize on opportunities across US equity, International Equity, Fixed Income and Commodity markets.
  • Altrius Enhanced Income Fund seeks to generate income and maximize long-term total return.
  • RAISE Core Tactical Fund seeks risk-adjusted returns which are uncorrelated to the broader markets
  • MarketGrader 100 Fund seeks results that correspond generally to the performance of the U.S equity market
  • Uses Newfound’s proprietary dynamic, volatility-adjusted momentum model. 
  • Active management helps portfolio to stay aligned with investor goals. 
  • Seeks positive total return over over a full market cycle. 
  • An overlay strategy selling uncovered put options on large-cap equities to generate additional income. 
  • Tactical strategy adjusts investment positions and universe based on market conditions.
  • The strategy seeks to provide income from out-of-the money put sales on 20-30 large capitalization U.S. equities.
  • The Power Dividend portfolio tracks W.E. Donoghue’s Power Dividend Total Return Index.
  • Seeks positive total return over time, regardless of the broad market environment.
  • The strategy employs an intermediate term tactical overlay to determine whether to be in a bullish or defensive posture.