Performance

Green Zone Select™, is a strategy optimized for long-term return. Our definition of long-term is 3 or more years.  Our separately managed accounts were launched on 8/15/2013 and have outperformed its market benchmark, the Russell 2000, inception to date. Returns for separately managed accounts are net of fees and dividends are reinvested.

SMACumulative

SMATacticalAllocation

The Tactical Allocation chart above shows how the strategy has allocated between stock and cash to protect on the downside and participate on the upside.  Learn more…