Working with Consultants

Strategy Diversification

Our investment strategy is to achieve a positive long-term return that is competitive. The process focuses on maximizing return by integrating a sharp focus on three critical components of investment performance: return, risk, and volatility.

The Parlan Active Management Strategy portfolio seeks to control risk and enhance performance by the strategic rotation between cash and ETF’s or mutual fund in which the investment objective is either long or short the S&P 500 Index. These investment vehicles have the ability to replicate the daily returns of the S&P 500 index with a beta of 2.  The rotation occurs between the money market and the investment. We have developed a proprietary algorithm that provides the signals which are strictly adhered to by the investment staff.

Executive Summary GIPS Performance Presentation