Moderate risk for mid to long-term investments

Our Tactical Investment Models (TAM) are designed for investors who have made progress in their investment journey but still have more goals to achieve. These investors not only want to continue growing their investments, but also need a strategy to protect what they've already gained. These models have a designated static macro exposure to stocks and/or bonds, depending on a client’s risk appetite. The individual assets within these categories are actively managed using CWM’s PTS® data modeling, which aims to reduce risk during negative market conditions and increase risk exposure in positive market environments as compared to historically similar conditions.

These models are best suited for investors well into their working years, or anyone with funds earmarked for use in the mid to long-term. Often, this includes professionals who have built a strong portfolio and will continue to contribute to their investment portfolio before those funds are needed.

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No investment strategy can guarantee a profit or protect against loss. Investing involves risk including the potential loss of principal.

Tactical Allocation Models

In Action

Tactical allocation models are not one-size-fits-all. They vary in their allocation of funds between stocks and bonds – called the bias. The bias can be very aggressive, with 100% stocks; growth-oriented, with 80% stocks and 20% bonds; or strike a balance with 60% stocks and 40% bonds. Once that bias is set, it does not change. Instead, TAM adjusts investments on a micro level, rotating through sectors to seize opportunities with limits and boundaries to mitigate risk.

Target your Real Return

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