Far too often, investors seek near-term trends or quarterly performance, forsaking a well designed, long-term strategy.  We believe risk and return are best judged over a long horizon. We also believe that downside protection is critical, as this can potentially limit poor behavioral decisions that may trigger exiting markets at an inopportune time.

Disclosures

An investor cannot directly invest in an index.  Returns shown are calculated by a third party vendor, Solactive AG.  The date range for historical, back-tested information for the Adaptive Wealth Strategies U.S. Factor Index (the ‘index’), is September 1, 2001 through August 7, 2018.  Past performance – both actual and back-tested – is not an indication or guarantee of future performance.  All performance data is shown without any associated fees or trading costs.  No information given is intended to be investment advice or a recommendation for any kind of investment decision or asset allocation and should not be relied upon advice.  Charts and graphs are provided for illustrative purposes only.  Index returns shown may not represent the results of the actual trading of investable assets.  Back-tested performance is not actual performance, but hypothetical based on the same methodology that was in effect when the index was officially launched on August 8, 2018.  Back-tested information may reflect the application of the index methodology with the benefit of hindsight.  Charts above may be partly comprised of historical performance illustration based on a back-test.  S&P 500 TR information was sourced from FactSet.  Comparison information is for informational purposes only, constituent and weighting metrics can and will be different from the comparison index.  The following companies are not affiliated, NorthCrest Asset Management, Solactive AG, S&P 500, FactSet.  Adaptive Wealth Strategies® is an index division of NorthCrest Asset Management.