Solutions
Reliable. Resilient. Risk-Driven. We equip investors with the core and complementary portfolio solutions that seek to generate multi-cycle risk-adjusted returns.
Dynamic Allocation
Risk-Managed Tactical Equity
Manager: Kensington Asset Management
Seeks participation in rising equity markets, while striving to reduce correlation to equity markets in times of market decline and/or volatility by alternating between a Risk-On Risk-Off state.
Managed Income
Risk-Managed Tactical Fixed Income
Manager: Kensington Asset Management
Strives to provide investors with potential to participate in rising markets while avoiding times of market decline and/or volatility.
Credit Opportunities
Actively-Managed Fixed Income
Manager: Kensington Asset Management
Strives to provide enhanced diversification by seeking opportunities, both long and short, across a variety of fixed income sectors.
Active Advantage
Tactical Multi-Asset Allocation
Manager: Kensington Asset Management
Strives to provide long-term total return through a combination of capital appreciation and income while limiting downside risk.
Defender
Momentum-Based Multi-Asset
Manager: Liquid Strategies
Strives to participate in rising markets, but with reduced risk of drawdown in declining markets through a diversified portfolio of asset classes as well as a proprietary overlay process.
Hedged Premium Income
Hedged Large Cap Equity
Manager: Liquid Strategies
Seeks to capture the upside of rising equity markets while hedging against downside and delivering consistent, distributable income.
Premium Opportunities
The fund has filed a registration statement with the Securities and Exchange Commission but it is not yet effective. An investment in the fund cannot be made, nor money accepted, until the registration statement is effective. An investor should consider the investment objectives, risks, and charges and expenses of the fund carefully before investing. A preliminary prospectus which contains this and other information about the fund may be obtained by calling 877.891.1206. The information in the preliminary prospectus is not complete and may be changed. The final prospectus should be read carefully before investing, and when available may be obtained from the same source. This communication is not an offer to sell fund shares and is not soliciting an offer to buy fund shares in any state where the offer or sale is not permitted.
Manager: Liquid Strategies
Seeks long-term capital appreciation.
Funds distributed by Quasar Distributors, LLC.
