Our Investment Models

At Eagle West Group we make available a large number of institutional managers and also our in-house run model portfolios. Our Eagle West Group portfolios have several advantages:

  1. They are less expensive because we don’t pay another institution to trade the portfolios and we control the building blocks to keep cost down.
  2. Each model has a defined and unique strategy to defend against downside markets. Models are not static; they respond to market environments.
  3. We can customize your experience by blending together several models in one account, along with your individual favored holdings, so you don’t have so many accounts to manage.
  4. Because we build and maintain these models, we can better explain changes that occur and our reasoning behind these recommendations.

Listed below are our in-house investment management solutions.

  • APM (Advance and Protect Model): Riskalyze risk: 26 – 32 This momentum model is designed to have no specific asset allocation. In can be any mix of stock, commodities, managed futures, and cash, but limits exposure to anyone asset class to 20%. It looks to limit market downturns to about 5% in a given year (although not guaranteed) and does this by using a three part decision process (statistical momentum, chart review and institutional bias) which evaluates each position within the portfolio each week. Should two of these measures agree, the position might be replaced by another positions or is moved to cash. This is a fairly active model which can be nimble. Because of its responsiveness, it can lag initially in a recovering market and potentially be lead incorrectly in a large volatility oscillating market.

  • APM Growth: Riskalyze risk: 40 – 50 This momentum model is designed to have no specific asset allocation. In can be any mix of stock, commodities, managed futures, and cash. It has no asset class exposure limit and seeks to take advantage of momentum software by using more volatile positions. It looks to limit market downturns to about 10% in a given year (although not guaranteed) and does this by using a three part decision process (statistical momentum, chart review and institutional bias) which evaluates each position within the portfolio each week. Should two of these measures agree, the position might be replaced by another positions or is moved to cash. This is a fairly active model which can be nimble. Because of its responsiveness, it can lag initially in a recovering market and potentially be lead incorrectly in a large volatility oscillating market.

  • Stable Growth: Riskalyze risk: 15 – 26 This model was designed to be an alternative to low cash returns with low to moderate volatility. It seeks to earn 2 – 5%/year with limited down years using defensive positions, less trading, and broad diversification. Each quarter, each position is reviewed for momentum and adjusted as necessary. Typical holdings might be real estate, bonds, long/short stock funds – hedge funds, managed futures.
  • Hiker bond: Riskalyze risk: 15 Hiker is a bond version on SSR. Each month it chooses the strongest momentum bond class out of a list of 7 mutual fund and ETFs. The model uses Stormguard to determine if market risk is too high and rotates to defensive positions in an attempt to protect against market loss. Stormguard uses price trend, market sentiment, and position momentum charts to determine if Stormguard should be triggered.
  • EWG Dividend: Riskalyze risk: 34 – 45 The goal is a consistent 5-6% yield and primarily uses this yield as the model’s defense and. The minimum yield for a position is 3%. Uniquely, the model could be made up of any combination of mutual funds, Real estate, ETFs, or individual stocks. This is not a specifically tactical portfolio and generally remains invested, unless suitable replacement positions don’t exist.
  • STAR 25/75: Riskalyze risk: 34 – 45 This model is allocated based on a computer calculated algorithm to rank momentum of stock sectors/style boxes each quarter. A diversified portfolio is built from the positions ranked at or better than the average momentum for the last quarter. In an up market determined by a proprietary algorithm, the maximum allocation to stock funds is 75%. If the algorithm determines that the market has weak momentum, then the maximum allocation to stock is 25% and the excess is allocated to bond or cash funds based on a similar ranking to stocks.

  • STAR 30/90: Riskalyze risk: 39 – 50 This model is allocated based on a computer calculated algorithm to rank momentum of stock sectors/style boxes each quarter. A diversified portfolio is built from the positions ranked at or better than the average momentum for the last quarter. In an up market determined by a proprietary algorithm, the maximum allocation to stock funds is 90%. If the algorithm determines that the market has weak momentum, then the maximum allocation to stock is 30% and the excess is allocated to bond or cash funds based on a similar ranking to stocks.

  • Blend: Riskalyze risk: 32 – 50 Blend is a combination of 3 momentum strategies. 20% short term (weeks), 40% mid-term (months), and 40% long term momentum (quarters). The strategy was built in response to a desire to have something that was less reactive than APM with perhaps a little more risk and return. Blend comes in several versions from Conservative Blend to Leveraged Blend. Because of its build, it generally moves out of and into markets slowly, one layer at a time. Blend can result in more trades, because of its multiple layers. This is a stock and cash portfolio so in its base design it holds only cash and/or stock funds, (mutual funds or ETFs (exchanged traded funds)). One unique aspect of Blend occurs in down markets. 60% of the model will go to cash, but 40% of the model defensively uses a “calendar trade” system to attempt to catch a portion of bumps that historically tend to happen on predetermined days of the market.
  • Alpha Droid: Riskalyze risk 29 – 36 This is a monthly reviewed focused momentum model of ETF (exchanged traded funds). The model maintains 4 positions: top monthly momentum in countries, sectors of the S&P, sectors of the I-Shares funds, and a “global mix” basket of funds. The model uses Stormguard to determine if market risk is too high and rotates to defensive positions in an attempt to protect against market loss. Stormguard uses price trend, market sentiment, and position momentum charts to determine if Stormguard should be triggered.
  • Merlyn’s Magic: Riskalyze risk 29 – 45 This model is an aggressive Aritifical intelligence (AI) run model similar to Alpha Droid, but heavily skewed to SSR @ 45%. Other exposures are 25% Global, 15% Style box (large/small and value/growth), and 15% factor based rotation. This model is a computer based model that we just implement. It’s a possible successor to Alpha Droid model also using Stormguard to determine if market risk is too high and rotates to defensive positions in an attempt to protect against market loss. Stormguard uses price trend, market sentiment, and position momentum charts to determine if Stormguard should be triggered.
  • SSR (Single Sector Rotation): Riskalyze risk: 54-70 This model is an aggressive Aritifical intelligence (AI) run model similar to Alpha Droid, but focuses on one position at a time, not 4. This is a monthly reviewed focused momentum model of ETF (exchanged traded funds). The model maintains 1 position: top monthly momentum in countries, sectors of the S&P, sectors of the I-Shares funds, an aggressive mix of ETFs and a “global mix” basket of funds. The model uses Stormguard to determine if market risk is too high and rotates to defensive positions in an attempt to protect against market loss. Stormguard uses price trend, market sentiment, and position momentum charts to determine if Stormguard should be triggered.
  • Core/Satellite: Riskalyze risk: 19 – 55 This a series of models combining 2/3 of a static core stock position to 1/3 sector monthly rotation and movement to cash. The sector rotation portion also uses Stormguard to determine if market risk is too high and rotates to defensive positions in an attempt to protect against market loss. It is available ranging from a pure stock exposure to 25%, 50% and 75% Hiker bond.
  • PC models: Riskalyze risk: 42-56 These are traditional diversified MPT (modern portfolio theory) fix allocation models, rebalanced once per year. PC Growth is a 63% stock, 10% Alternatives, 27% bond and PC Moderate is a 54% stock, 11% Alternatives, 35% bond.

*Investing in securities (including the models advertised herein) involves risk and loss. Further, depending on the different types of investments that may be varying degrees of rick. Clients and prospective clients should be prepared to bear investment loss including loss of original principal. The models advertised herein is not designed based on the individual needs of any one specific client or investor. In other words, it is not a customized strategy designed on the specific financial circumstances of the client. However, prior to opening an account using the advertised model, your Eagle West Group Advisor will consult with you to determine if your financial objectives are appropriate for investing in the model. You are also provided the opportunity to place reasonable restrictions on the securities held in your account.

Check the background of this investment professional on FINRA's BrokerCheck

Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.