Republic Wealth offers a broad range of investment programs to our clients, deploying a full array of equity, fixed-income, and alternative asset classes. Our investment solutions are customizable and typically utilize mutual funds, exchange-traded funds (ETFs), and individual stocks and bonds.
Based on a thorough understanding of your investment goals and risk tolerance, we employ a combination of the components described below as a basis for the building blocks of your investment plan. In addition, we may add other components to custom-build an investment plan that positions you within your own, unique SmartZone – maximizing your returns while protecting and preserving your capital. Please contact us directly to explore what investment programs may be appropriate to meet your individual objectives.
A sampling of components considered for our actively managed investment programs include the following:
Our equity holdings typically include one of the following approaches:
The sector rotation program utilizes technical indicators to rotate between those sectors and style boxes exhibiting relative strength and momentum based on proprietary indicators. The rotation includes but is not limited to domestic sectors (i.e. energy, technology, consumer products), style boxes (i.e. large cap, small cap, growth, value), international (i.e. developed countries, emerging countries), commodity (i.e. gold, agriculture, base metals), and inverse or short positions (positions that make money when the market declines).
High Quality Equity
The high quality equity program typically holds between twenty and fifty large-cap U.S. dividend-paying, multinational stocks with a goal of long-term capital gains. This managed account strategy is not a typical by and hold, 100% always long portfolio. Stock selection, cash equivalents, and occasionally inverse ETFs are used to manage equity market risk.
Strategic Core Equity
The strategic core equity program seeks risk-adjusted return by investing in mutual funds and exchange-traded funds (ETFs) with a timeframe of greater than one year.
We utilize proprietary technical market signals which can be employed across various fixed income sectors including high yield bonds, floating rate loans, emerging market debt, high yield municipal bonds, and preferred securities. The principal investment objective of these tactical programs is to generate current income. The proprietary trading signals seek to provide upside exposure by staying invested when prices are stable and/or rising and exiting to cash when prices are falling.
We also offer internally managed balanced programs which include the following:
The seasonal rotation program utilizes techincal indicators to adjust equity exposure basd on historical seasonal trends. The portfolio will typically increase its equity exposure in one or more balanced mutual funds during the “in-season” months of the year, which are defined as October through April. Equity exposure will typically be decreased and replaced with fixed income or cash positions during the "out-of-season" month of the year or the spring and summer months. The presidential cycle and / or general market conditions may affect the timing of equity allocations.
All investments are made in parternship with one of our institutional custodians: Fidelity Institutional Wealth Services, TD Ameritrade Institutional, and Charles Schwab Institutional. Additional Information is available on request.
We also have the capability to effectively and efficiently work on your behalf to manage many qualified retirement plans such as 401(k) and 403(b) accounts. We believe that with our professional advice and management of your company retirement account, you can more effectively steer your overall retirement plans in the proper direction. For more information on this service, please visit the 401(k) services page on our website.