Proprietary Strategies

Tactical Strategies

Lotus Dynamic US Equity

Lotus Dynamic US Equity is an ETF-based tactical investment strategy designed to provide superior risk-adjusted returns by participating in rising markets and employing embedded downside risk controls in times of elevated market stress. When fully invested in the market, the strategy provides diversified exposure to the ten major sectors of the U.S. equity markets, underweighting or overweighting sectors according to a factor-based methodology. As market volatility rises, the strategy uses a hedging strategy to de-risk the portfolio and has the ability to move to cash in times of extreme volatility. 

Lotus Dynamic Global Equity

Lotus Dynamic Global Equity is an ETF-based tactical investment strategy designed to provide superior risk-adjusted returns by offering diversified exposure to the global equity market, incorporating a hedging strategy to de-risk the portfolio and moving to cash in times of extreme market volatility to preserve capital. 

Lotus Dynamic Total Market

Lotus Dynamic Total Market is an ETF-based tactical investment strategy designed to outperform the market by investing in the four major asset classes: US and international equities, fixed income, alternatives and cash. The strategy is based on a quantitative algorithm that delivers signals on when to overweight or underweight a US sector, foreign region or asset class from the portfolio or move to a cash equivalent.

Global Fixed Income

Global Fixed Income is an actively-managed tactical investment strategy designed to provide regular income with a focus on worldwide currency, credit, and interest rate diversification. The strategy invests in fixed income mutual funds, including US, international and emerging market bond funds. 

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Growth Strategies

Vanda Equity Income (Large Cap)

Vanda Equity Income is an actively-managed US large cap equity income investment strategy designed to provide above-average yield through broad diversification across market sectors, rather than by a concentrated portfolio of high-yielding stocks. This unique approach to dividend investing provides the strategy the opportunity to yield a robust cash flow as well as a competitive total return.

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Preservation Strategies

Banyan Taxable Fixed Income

Banyan Taxable Fixed Income is a disciplined, actively-managed US high quality fixed income investment strategy designed to deliver preservation of capital, a reliable income stream, and competitive total returns. Banyan targets short and intermediate maturity bonds for their more attractive risk/reward characteristics, and believes the most effective ways to add value rests in our individual security selection, our ability to over-weight and under-weight strategic sectors within a portfolio, as well as optimization of income, roll, and yield curve positioning.

Banyan Tax-Exempt Fixed Income

Banyan Tax-Exempt Fixed Income is a disciplined, actively-managed US high quality fixed income investment strategy designed to deliver preservation of capital, a reliable and tax-efficient income stream, and competitive total returns. Banyan targets short and intermediate maturity bonds for their more attractive risk/reward characteristics, and believes the most effective ways to add value rests in our individual security selection, our ability to over-weight and under-weight strategic sectors within a portfolio, as well as optimization of income, roll, and yield curve positioning.