Investment Management

Value in Disciplined Portfolio Management

Asset Allocation – MangoTree® Quantitative Management

  • Tactical (ETFs):  Utilizes strategic allocation as a core (long-term) with a tactical overlay (intermediate-term), which may be a combination of active, passive, sector, country or broad market rotation. Available in varying levels of equity and fixed income.
  • Ultra-Tactical (Stocks, ETFs and/or Options):  Utilized as a satellite or opportunistic allocation in the context of overall portfolio construction. Ultra-Tactical uses short to long-term trends (i.e. opportunistic). Available in varying levels of equity and fixed income.
  • Custom & Third-Party (ETFs):  Customized client portfolio to suit client needs or third-party models that are screened by MTC.

Growth & Income – Using Covered Options (Level 1)

Primary – Cash Secured Put:

Secondary – Covered Call:

Options trading involves significant risk and not appropriate for all investors. Certain complex options strategies (higher than Covered Level 1) carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Accounts require advisory agreement and custodian paperwork for options trading. See Site Disclaimers for links to external sites.