The investment seeks long-term capital appreciation and secondarily, capital preservation. The fund's investment adviser seeks to achieve its primary investment objective by investing in a combination of open-end investment companies ("mutual funds") and exchange traded funds ("ETFs") that each invest primarily in (1) U.S. fixed income securities, (2) U.S. equity securities (common and preferred stocks), (3) Foreign equity securities (common and preferred stocks), or (4) alternative assets, which the fund defines as commodity-related, currency-related or real estate-related securities, using the adviser's market analysis strategy. It is non-diversified.
Fund filings (PDF) »
David Jajewski (Started: Aug 25, 2010)
John Williamson (Started: Aug 25, 2010)
# Contact ?>
Portfolio Strategies, Inc., 1724 W Union Avenue