57 River Street,

Suite 301
Wellesley, MA 02481


Sector Rotation invests in the U.S. equity sectors with consistent positive momentum while seeking to avoid downward market trends by rotating out of stagnant sectors and holding cash. Monthly rebalancing protects against short term fluctuations in momentum and attempts to identify major turns in trending markets. This portfolio is suitable as a solution for those seeking an Equity Allocation with Protection against major long-term market selloffs.

Features – Equity exposure can be reduced to 50% or even to 0% in circumstances that indicate that risk has increased dramatically.

Benefits – The portfolio is designed to participate to some degree in equity up markets while attempting to avoid serious drawdowns in difficult equity markets.