- What is Stadion's Managed Risk 100 Strategy?
- What is Stadion's Tactical Defensive Strategy?
- Why use Stadion Select?
- What are the equity exposure ranges?
- What are the cash exposure ranges?
- How does Stadion's investment approach differ from the typical "buy and hold" strategy?
- How can I utilize Stadion Select through a Broker Dealer or Financial Institution?
What is Stadion's Managed Risk 100 Strategy?
Our flagship portfolio is the Stadion Managed Risk 100 Strategy, in which we have the ability to invest all of the fund in money market funds (when our model indicates the market is exceedingly risky) or all fund assets in equity positions (when our model indicates that the probability of loss is low) or any combination in between.
What is Stadion's Tactical Defensive Strategy?
Our other fund is the Stadion Tactical Defensive Strategy, designed for investors who are risk conscious, but who still want continuous exposure to the market. A minimum of 20% of this strategy is always invested in equity positions diversified among domestic and international ETFs. The equity exposure in the other half can range from zero to fully invested according to the market's risk level as determined by our technical indicators.
Why use Stadion Select?
Stadion's active management objective strives to provide downside protection when risk levels in the market increase and participate when risk levels are low. Stadion's rules-based decision making takes the emotion and subjectivity out of investing. Utilizing ETFs provide diversification and target-investing. Stadion Select managed accounts may be used as a core holding in a portfolio or as a stand alone offering. Stadion's objective is to provide a smoother, easier ride for your clients by decreasing volatility when compared to the overall market.
What are the equity exposure ranges?
The equity exposure range for the Stadion Managed Risk 100 Strategy is 0-100%. The equity exposure range for the Stadion Tactical Defensive Strategy is 20-100%.
What are the cash exposure ranges?
The cash exposure range for the Stadion Managed Risk 100 Strategy is 0-100%. The cash/defensive ETF exposure range for the Stadion Tactical Defensive Strategy is 0-80%.
How does Stadion's investment approach differ from the typical "buy and hold" strategy?
Stadion is an active money manager. This means that we sell when our model tells us to. When our holdings hit their stop-loss, we sell them and move to a defensive position. This is the step that may differentiate us from many other investment managers. We will sell when our holdings begin to go down.
How can I utilize Stadion Select through a Broker Dealer or Financial Institution?
Stadion Select is available through certain brokerage firms and financial institutions. For a list of the brokerage firms and financial institutions where we are available please contact us at 800-222-7636.
Past performance is no guarantee of future results. Investments are subject to risk, and any of Stadion's investment strategies may lose money. Investment return and principal value of an investment will fluctuate so that an investor's portfolio may be worth more or less than their original investment. The investment strategy presented is not appropriate for every investor and individual clients should review with their financial advisors the terms and conditions and risk involved with specific products or services. Stadion's actively managed portfolios may underperform during bull markets.