Summary
Investment Objective
The Pachira Conservative Portfolio seeks a competitive total return as well as protection from turbulent financial markets. We believe this strategy is ideal for investors who are willing to accept a higher degree of risk and volatility than that of the bond market but less than that of the stock market.
Risk Management
The Pachira Conservative Portfolio is managed by a proprietary algorithm that the Clark Group Asset Management developed in an effort to reduce risk and volatility when changes in the long and short term trend in the market occur. Additionally, the strategy uses a seasonal indicator to further reduce risk during the period lasting from May 1 thru October 31 which has commonly been identified as the historically weaker half of the year.
Asset Allocation
The Pachira Conservative Portfolio focuses on the S&P Midcap 400® which is the most widely followed mid-cap index in existence. When in the market, the strategy will invest in the SPDR® S&P MidCap 400 ETF which gives investors exposure to approximately 400 stocks. During periods when the strategy is out of the market due to seasonality or a downtrend in the market, it is invested in U.S. Treasuries.