MangoTree® Quantitative Models for Disciplined Portfolio Management

• Tactical:  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 strategies. Available in varying levels of equity and fixed income: TL100, TL80, TL50, TL30, and TLFI.

• Ultra-Tactical:  Utilized as a satellite or opportunistic allocation in the context of overall portfolio construction. Ultra-Tactical models use long to short-term trends (i.e. opportunistic) utilizing stocks and ETFs. Available in varying levels of equity and fixed income: UT100, UT80, UT50, UT30, and UT-LS (hedged).

• Custom & Third-Party:  Customized client portfolio to suit client needs or third-party models that are screened by MTC.

Further details on our investment models may be found in our ADV link below.