the enduring portfolio solution

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Keeping your portfolio in harmony with the economic cycle * The Enduring Portfolio Solution

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The Enduring Portfolio Solution

Keeping your portfolio in harmony with the economic cycleThe Enduring Portfolio Solution

The Economic CycleAsset performance varies throughout the cycle.Know where we are in the cycle.Adjust your asset allocation accordingly.

Our EdgeOur proprietary business cycle measurement and classification process in combination with an understanding of how assets perform at each stage of the cycle.

We start with a sensible risk balanced Strategic Asset Allocation.Implement it using low cost ETFs.Tactically adjust it as the cycle evolves.

Building the Enduring Portfolio

Superior Risk Adjusted Returns To 60/40 Benchmark** Based on hypothetical implementation of the model - not live trading. See Enduring Portfolio Factsheet for full disclosures.

FeaturesBased on 40+ years of research data spanning multiple economic cycles.Active not passive.Systematic not discretionary. We follow a set of rules that are time-tested.Low turnover.

Learn moreGetting StartedOffered via separately managed account (Interactive Brokers)Minimum investment $25,000Fees: 1% of assetsFully transparentNo lock-up periodFree alpha solutions add-on

This solution is offered by Selsick Investment Solutions, a Registered Investment Advisor.

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