Broker Check

ARS Tactical Sector Allocation ETF Strategy

Partnership Model

Working within a partnership model, our seasoned professionals work closely with clients to identify investment solutions that meet their objectives through all market environments.

Investment Strategy

The ARS ETF approach leverages our investment philosophy and process, while providing a strategy that more closely tracks the benchmarks with limited turnover. Our ETF strategy offers important benefits for the implementation and management of client portfolios including exposure to broad markets, sectors and geographies with enhanced liquidity and transparency.


Unique Investment Process

Equity Investments

Approximately 80% of equity exposure is allocated to S&P 500 sectors.

We maintain sector weightings within a 10% variance to the actual weightings, ensuring a relatively close tracking with the S&P 500 while allowing ARS to use its judgment to reduce exposure to those sectors facing the greatest headwinds and to modestly overweight those sectors best aligned with the ARS Outlook.

The remaining 20% of equity exposure is allocated to small-cap, mid-cap and international equities to enhance diversification.

Fixed Income Investments

Our economic outlook is an important element in our assessment of interest-rate levels and credit worthiness for our evaluation of the bond market.

Education Providing Knowledge As A Tool

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.From retiring early to funding a college education to fueling your passion for philanthropy, our

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Learn More
When Markets React

When Markets React

Learn More
Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Learn More

Contact Us We Want To Hear From You

Thank you!
Oops!