Tectonic Advisor’s Active Strategies are balanced portfolios that seek to drive higher returns than their respective benchmarks through value investing and manager-based downside mitigation.
The Active Strategies are primarily domestic assets and managed funds with a moderate minority allocation to both international assets and index funds. They may also hold small amounts of commodities and cash/cash equivalents.
Fundamentally, the Active Strategies seek to outperform the market in two ways. First, we have a bias towards value investing, which has historically outperformed growth investing. Second, the Active Strategies utilize active managers who seek to reduce losses through various risk mitigation strategies when the market is expected to decline.
Eight Active Strategy portfolios are available to clients based on their financial suitability and preference for various levels of risk.