All Weather Models
Helping You Achieve Your Investment And Retirement Income Goals With Lower Volatility
Different client needs call for different investment and retirement income strategies.
We developed the Green Pastures All Weather Models for individuals who seek lower downside volatility within their investment and retirement income portfolio.
The All Weather Models can be put to use as:
(1) stand-alone investment and retirement income portfolios,
(2) complements to our Retirement Income Solutions, or as
(3) complements to your investment and retirement income portfolio held elsewhere.
Investment Goal
The goal of the All Weather Models is not to beat the market or any benchmarks. We are not selling performance or promising miracles.
The goal is to help you achieve your long-term goals based investment and retirement income plan with lower downside volatility relative to major U.S. equity market indices during bear markets.
Each All Weather Model seeks to provide you with growth and income consistent with its asset allocation and make money over complete bull and bear market cycles.
Investment Strategy
Our approach to managing client investments within the All Weather Models emphasizes three themes:
(1) Strategic management
The All Weather Models utilize a strategically managed blend of:
(a) Core Index Exchange Traded ETFs,
(b) Dividend ETFs,
(c) Defensive ETFs, and
(d) Fixed Income ETFs (and no-load money market mutual funds).
Each All Weather Model is periodically re-balanced to take advantage of "reversion to the mean", based upon the rationale that all markets revert to the mean at one time or another. This enables you to benefit from volatility and contrarianism over a long-term investment horizon.
(2) Investment diversification
We have found that the choice of asset classes has a far greater impact on your investment and retirement income portfolio's long-term results than any other investment decision you will make.
Different asset classes offer returns that are not perfectly correlated and investment diversification reduces overall risk in terms of the variability of returns for a given level of expected return.
The All Weather Models consist of several asset allocation models:
(a) Each All Weather Model designed to provide you with the optimal balance between expected risk and expected return, and
(b) Each All Weather Model differs with respect to its upside performance potential and corresponding downside potential for risk.
(3) A long-term investment horizon
Like most worthwhile investment strategies, the value of broad investment diversification is manifested over the long-term.
The All Weather Models seek to generate consistent long-term performance results so you can achieve your investment and retirement income goals with lower volatility along the way.
