Free Consultation

Investment Strategies

At Seckel Capital Advisors, our investment professionals employ systematic, model-based investing strategies grounded in thorough research. Our approach focuses on identifying key points of inflection in the markets, which allows us to allocate capital to risk-assets when the economic outlook is favorable, and, more importantly, allocate capital to defensive assets when markets begin to breakdown.

Our investment portfolios are evaluated either on a weekly or monthly basis, and their exposures to risk are changed based on prevailing market conditions, as necessary. It is this adjustment of risk each week or month that sets our portfolios apart.

While each of our portfolios is unique in composition, it is important to note that they are all designed with avoiding major losses over a calendar year as their first priority.

Our most aggressive portfolio, Sector DMAX™ attempts to provide outsized returns with a slightly lower standard deviation, relative to the broad equity market. It accomplishes this by tactically investing across the nine main domestic equity sectors, fixed income, and volatility.

By identifying weakness in each sector, the portfolio attempts to avoid large losses while providing the opportunity for capital appreciation and growth when markets are favorable. This portfolio has the largest allocation to the volatility position and therefore comes with the highest standard deviation.

Sector DMA™ employs the same nine equity sectors that Sector DMAX™ uses in slightly differing weights.

The goal of the portfolio is to match the equity market in positive years, while protecting client assets when the market begins to break down. In these periods of market contraction, the portfolio moves assets out of the equity sectors and volatility positions and into "safe haven assets."

As with all of our strategies, the main goal of Sector DMA™ is to avoid major market losses through complete market cycles while providing potential for appreciation and growth when markets are favorable.

Global Tactical™ introduces international equity exposure into our portfolios, as well as exposure to gold when appropriate.

The portfolio still utilizes the nine main domestic equity sectors, fixed income, and volatility, but in lower amounts. The addition of international equity and precious metals makes this portfolio our most diversified, and typically brings down the overall volatility of the strategy.

The Target Risk 10 portfolio invests across eleven major asset classes and categories, allocating capital to the assets with the highest probability of growth in the short to mid-term (based on momentum).

The core goal of this portfolio is to grow investor assets in a consistent manner while dynamically managing risk and the exposure to large losses during downturns in the market. Risk is managed at the portfolio level, and a target of 10% annualized volatility allows the portfolio to achieve its core goal.

The Target Risk 7.5 portfolio also invests across eleven major asset classes and categories, allocating capital to the assets with the highest probability of growth in the short to mid-term (based on momentum).

The core goal of this portfolio is to balance growth potential with protection against losses during market downturns. With a 7.5% annualized volatility, this portfolio is our middle-of-the-road approach to target risk investing.

The Target Risk 5 portfolio invests across eleven major asset classes and categories, allocating capital to the assets with the highest probability of growth in the short to mid-term (based on momentum).

The core goal of this portfolio is to preserve assets while achieving moderate growth and minimal losses during market downturns. Risk is managed at the portfolio level, and the target of 5.0% annualized volatility- the lowest among all of our target risk portfolios- allows this portfolio to maximize capital preservation while still allowing for stable growth.

Are you ready to invest?
Get a free investment consultation!