Hays Advisory manages a variety of equity and ETF portfolios that employ our disciplined approach, each directed by our proprietary asset allocation model. Hays Advisory's strategy is to take advantage of opportunities a major market turning points. Because market expectations are often wrong at or near these turning points, emotional decision-making can lead to investor underperformance. Using our Tactical Asset Allocation Model, Hays' strategy attempts to remove emotion from the investment process. Hays Advisory's quantitative model incorporates numerous factors such as investor sentiment, economic influences, and market valuations. Combined with proprietary market trend analysis, these inputs determine the appropriate exposure to equities, bonds, and cash.
Equity & Balanced Equity Portfolios
These separately managed accounts employ our tactical overlay and allow a client to select a portfolio with constraints aligned with their risk tolerance, long term goals, and personality. The more conservative the client, the lower the allocation to the more volatile equity asset class.
Long-Term Growth (Link to Datasheet)
Moderate Growth (Link to Datasheet)
Conservative Growth (Link to Datasheet)
ETF Portfolios
These separately managed accounts employ our tactical overlay and target exposure to the top performing ETFs in developed and emerging markets globally. Hays offers a Global Portfolio, which will include a minimum of 40% US exposure, and an entirely International Portfolio.
Global ETF Portfolio (Link to Datasheet)
International ETF Portfolio (Link to Datasheet)
If you would like more information on how the Hays Advisory can manage money for you, Click here.
