Products We Represent
The products we represent focus on active, disciplined investment approaches designed to provide portfolio utility, helping navigate market volatility while supporting upside participation and disciplined downside management.
- All
- Fixed Income
- Derivative Income
- Balanced
- Equity
Active Advantage
Tactical Multi-Asset Allocation
Strives to provide long-term total return through a combination of capital appreciation and income while limiting downside risk.
Credit Opportunities
Actively-Managed Fixed Income
Strives to provide enhanced diversification by seeking opportunities, both long and short, across a variety of fixed income sectors.
Core ETF
Tactical Asset Allocation
Seeks capital appreciation and income by tactically allocating across a flexible, style-agnostic opportunity set, aiming to enhance diversification, capture emerging leadership trends, and manage downside risk across market environments.
Core Investment Fund
Tactical Asset Allocation (domestically focused)
Seeks capital appreciation and income through a balanced allocation to equities and fixed income, with a prudent approach to managing risk and the flexibility to adapt exposures as market conditions evolve.
Defender
Momentum-Based Multi-Asset
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.
Dynamic Allocation
Risk-Managed Tactical Equity
Seeks participation in rising equity markets while striving to reduce correlation during periods of market decline and/or volatility by alternating between Risk-On and Risk-Off states.
Global Fund
Tactical Asset Allocation (globally focused)
Seeks capital appreciation and income through a prudently managed, globally diversified allocation to equities and fixed income, with meaningful exposure to foreign securities to broaden opportunity sets and manage risk across market cycles.
Grizzly Short Fund
Actively-Managed Short-Only Equity
Seeks capital appreciation through an actively managed, short-only equity strategy that identifies stocks expected to decline in price, maintaining continuous short exposure without the use of leverage, futures, or options.
Hedged Premium Income
Hedged Large Cap Equity
Seeks to capture the upside of rising equity markets while hedging against downside and delivering consistent, distributable income.
Managed Income
Risk-Managed Tactical Fixed Income
Strives to provide investors with potential to participate in rising markets while avoiding times of market decline and/or volatility.
Select Industries ETF
Long-Only Equity
Seeks capital appreciation by allocating across a style- and market-cap-agnostic universe of U.S.-traded equities, aiming to enhance diversification, capture evolving equity themes, and manage concentration risk as market cycles evolve.
Credit Opportunities
Actively-Managed Fixed Income
Strives to provide enhanced diversification by seeking opportunities, both long and short, across a variety of fixed income sectors.
Managed Income
Risk-Managed Tactical Fixed Income
Strives to provide investors with potential to participate in rising markets while avoiding times of market decline and/or volatility.
Hedged Premium Income
Hedged Large Cap Equity
Seeks to capture the upside of rising equity markets while hedging against downside and delivering consistent, distributable income.
Active Advantage
Tactical Multi-Asset Allocation
Strives to provide long-term total return through a combination of capital appreciation and income while limiting downside risk.
Core ETF
Tactical Asset Allocation
Seeks capital appreciation and income by tactically allocating across a flexible, style-agnostic opportunity set, aiming to enhance diversification, capture emerging leadership trends, and manage downside risk across market environments.
Core Investment Fund
Tactical Asset Allocation (domestically focused)
Seeks capital appreciation and income through a balanced allocation to equities and fixed income, with a prudent approach to managing risk and the flexibility to adapt exposures as market conditions evolve.
Defender
Momentum-Based Multi-Asset
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.
Global Fund
Tactical Asset Allocation (globally focused)
Seeks capital appreciation and income through a prudently managed, globally diversified allocation to equities and fixed income, with meaningful exposure to foreign securities to broaden opportunity sets and manage risk across market cycles.
Active Advantage
Tactical Multi-Asset Allocation
Strives to provide long-term total return through a combination of capital appreciation and income while limiting downside risk.
Grizzly Short Fund
Actively-Managed Short-Only Equity
Seeks capital appreciation through an actively managed, short-only equity strategy that identifies stocks expected to decline in price, maintaining continuous short exposure without the use of leverage, futures, or options.
Select Industries ETF
Tactical Asset Allocation (globally focused)
Seeks capital appreciation by allocating across a style- and market-cap-agnostic universe of U.S.-traded equities, aiming to enhance diversification, capture evolving equity themes, and manage concentration risk as market cycles evolve.