Freestate Advisors

Strategies

Typically, a client, in consultation with Freestate, will select one of three strategies, or a combination of strategies, based on that client’s objectives, risk tolerance, and other factors relevant to that client’s circumstances. We offer the following investment strategies for Managed Accounts:

divcons-iconDiversified Conservative

The Freestate Diversified Conservative strategy seeks capital appreciation over full economic cycles with a conservative level of risk and a focus on downside risk management. The strategy seeks to achieve its investment objective by investing in U.S. stocks and bonds via ETFs. However, equity exposure is modest, and more emphasis is placed on fixed income securities. The strategy is dynamically managed, striving to take advantage of capital market opportunities while focusing on downside risk management by changing asset class allocations in response to the firm’s views and market conditions.

 

divgrowthDiversified Growth

The Freestate Diversified Growth strategy seeks capital appreciation over full economic cycles with a moderate level of risk and a focus on downside risk management. The strategy seeks to achieve its investment objective by investing in U.S. stocks and bonds via ETFs. The strategy is dynamically managed, striving to take advantage of capital market opportunities while focusing on downside risk management by changing asset class allocations in response to the firm’s views and market conditions.

 

divaggrs-iconDiversified Aggressive

The Freestate Diversified Aggressive strategy strives to aggressively take advantage of U.S. capital market investment opportunities while exhibiting less volatility and maximum drawdown than conventional equity portfolios over full economic cycles. The strategy seeks to achieve its investment objective by investing in U.S. stocks and bonds via ETFs. However, equity exposure will often be 100% when the firm views conditions as favorable for that asset class. The strategy is dynamically managed, striving to take advantage of capital market opportunities while focusing on downside risk management by changing asset class allocations in response to the firm’s view and market conditions.

Our ProcessOur Process

Freestate employs proprietary measures of market and economic conditions combined with a disciplined review process to guide investment decisions and manage portfolio risk. Freestate believes that “macro-level” investing provides the greatest chance to discover and capitalize on trends in financial markets. Accordingly, we seek to add value through asset allocation decisions and portfolio construction and not through individual securities selection. Investments are allocated across asset classes based on our proprietary framework, and exchange-traded funds (ETF’s) and exchange-traded securities are the principal investment vehicles used to implement the asset allocation strategies. Freestate’s Strategies employ a long-term approach to investing, seeking to maximize portfolio risk-adjusted returns while minimizing the maximum drawdown (peak-to-trough decline) of the investment strategy.

 

As with any investment strategy, past performance does not guarantee future results. There are risks associated with investing, including the risk of loss of principal. There is no assurance that Freestate Advisor’s investment process will consistently lead to successful results. In addition, Freestate’s risk-management process includes an effort to monitor and manage risk, but should not be confused with, and does not imply, low risk, or the ability to control risk.