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Total Return Strategy


- Globally diversified, multi-asset portfolio.
- Invests in multiple ETFs with a focus on capital preservation.
- Max. of 60% equities, remaining portfolio invested in fixed income and real assets.
- Tactical approach based on valuation, behavioral factors, and macroeconomics
- Low Beta vs. S&P 500.
- PM Steve Cucchiaro has 25+ years of portfolio management experience.
- Firm based in Boston, MA.

Conservative Strategy


- Globally diversified, multi-asset portfolio.
- Invests in multiple ETFs with a focus on capital preservation.
- Max. of 30% equities, remaining portfolio invested in fixed income and real assets.
- Tactical approach based on valuation, behavioral factors, and macroeconomics.
- Low Beta vs. S&P 500.
- PM Steve Cucchiaro has 25+ years of portfolio management experience.
- Firm based in Boston, MA.



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