Tactical Asset Allocation Models

Within our suite of portfolio models, SGL Investment Advisors, Inc. manages three Tactical Asset Allocation models; SGL Total Return Plus, SGL Total Return and SGL Capital Preservation. In conjunction with our Focused Asset models, this system allows our institutional clientele base to move from one asset allocation profile to another within the management system as may be necessitated by changing liquidity needs, large capital projects, etc. Based on the individual predilections of any particular board or committee, risk-tolerance profiles may vary widely from one institutional client to the next. Having the flexibility to dynamically position funds within the SGL Investment Advisors methodologies is an advantage only a manager of a suite of portfolios can offer. For more information please see the below.

Portfolio Model Typical
Equity
Allocation
Equity
Allocation
Range
Targeted Performance* Fact Sheet GIPS Composite
Presentation
SGL Total Return Plus ~65% 50–80% 80% of market upside,
60% of market downside
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SGL Total Return ~50% 35–65% 65% of market upside,
50% of market downside
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SGL Capital Preservation ~35% 20–50% 65% of market upside,
50% of market downside
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* “Market” as it relates to the Targeted Performance is defined as the S&P 500 over the course of a complete market cycle.