Investment Strategy Spectrum

From static allocation to dynamic positioning, our 11 investment strategies can be used individually or blended together to build a portfolio tailored to your goals, risk tolerance, time horizon, and preferred approach to investing.

Trade activity level is a crucial consideration in strategy selection, as it directly impacts tax efficiency, portfolio turnover costs, and the investor’s comfort with dynamic versus less active positioning.

Core
  • 1 Core
  • 2 Core DFA
  • 3 Core Plus

The Core family of strategies (Core, Core DFA, Core Plus) are best suited for investors who value consistency, patience, and a long-term orientation. These strategies maintain steady allocations, trade infrequently, and are our most tax sensitive offerings. This is also for investors who prefer to be highly correlated to major market benchmarks.

Moderate
  • 4 Active Risk Focused Income
  • 5 Enhanced S&P
  • 6 Active Risk Focused DFA
  • 7 Tactical
  • 8 Active Risk Focused Equity

Moderate activity strategies (Active Risk Focused Income, Enhanced S&P, Active Risk Focused DFA, Tactical, and Active Risk Focused Equity) offer a middle ground approach. They make meaningful adjustments when conditions warrant but avoid frequent repositioning. This balanced activity makes them more tax-appropriate than highly active strategies while still providing active risk management.

High
  • 9 Global Thematic Trend
  • 10 Domestic Rotation
  • 11 Global Rotation

High activity strategies (Global Thematic Trend and Domestic/Global Rotation) trade most frequently based on weekly signal observations and evolving market dynamics. These strategies are notably agile and not for investors adverse to active trading, short term taxation, and/or deviation from traditional benchmarks.

The distinction matters because investment strategy should align not only with a client’s goals, but also with their temperament. Investors who prefer consistency may be uncomfortable with frequent portfolio changes, while those seeking a more responsive approach may prefer the added agility of a dynamic strategy. Understanding these preferences helps us build a portfolio that supports the plan while providing an investment experience the client understands and is prepared to navigate.

There can be no assurance that a strategy’s investment objective will be achieved, and investment results may vary substantially over time.

Sollinda Capital Management is an SEC registered investment advisor. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Sollinda Capital Management, Form ADV Part 2A & 2B can be obtained by visiting: adviserinfo.sec.gov and search for our firm name.