Clarus Sleeve-Traded Solutions (STS) Portfolio Series

Clarus Sleeve-Traded Solutions (STS) Portfolio Series

Multi-Strategy Blended Solutions

In times of market stress, correlations between asset classes tend to rise significantly. No matter how an asset allocation portfolio is positioned, rising correlations can wreak havoc on performance. Thus, instead of diversifying by asset class alone, we believe that a more modernized approach to portfolio diversification is necessary. The Clarus Sleeve-Traded Solutions (STS) blend together programs that span different investment methodologies, styles, time-frames, and asset classes. No single program works all the time as market environments change, but we believe a multi-strategy approach may help smooth the ride and provide clients a more stable investment experience.

The goals of the STS portfolios are simple: 1) Adapt to changing market environments. 2) Focus on market leadership. 3) Help manage the risk of the market. With these three basic tenets in mind, we’ve created two levels of multi-strategy programs in which clients can participate: STS and STS Premium.

STS Portfolio Series
CAP/TAA Blended Portfolios | $50,000 Minimum | Manager: Don Moenning | Info Sheet (PDF)

The STS portfolio series blends the CAP and TAA models together at a 50% / 50% blend to create a portfolio consisting of strategic and tactical investment styles. The primary benefit of this approach is to allow participation in the market at a targeted risk level while simultaneously striving to preserve capital in bear market environments, all at a relatively low investment minimum. Clarus offers three STS portfolio risk levels: Conservative, Moderate, and Growth.
The goals of the STS portfolios are: 1) Adapt to changing market environments. 2) Focus on market leadership. 3) Help manage the risk of the market. No single program works all the time as market environments change, but we believe a multi-strategy approach may help smooth the ride and provide clients a more stable investment experience.

STS Premium Portfolio Series
CAP/TAA/Equity Blended Portfolios | $250,000 Minimum | Manager: Don Moenning | Info Sheet (PDF)

The STS Premium series carries a higher investment minimum than the STS series, as it takes diversification one step further with the inclusion of individual equity programs in the existing CAP and TAA blends. The result is a multi-strategy portfolio with three programs blended together, providing strategic, tactical, and equity investment styles. The STS Premium series is aimed towards higher net worth clients and/or clients looking to own individual stocks along with a blended allocation of broad-market exposure programs. Clarus offers three STS Premium portfolio risk levels: Conservative, Moderate, and Growth.


The goals of the STS Premium portfolios are: 1) Adapt to changing market environments. 2) Focus on market leadership. 3) Help manage the risk of the market. No single program works all the time as market environments change, but we believe a multi-strategy approach may help smooth the ride and provide clients a more stable investment experience.

 

 

Investment advisory services offered through Clarus Wealth Advisors LLC a SEC Registered Investment Advisor.
Securities offered through Crown Capital Securities LP member FINRA & SIPC
Clarus Wealth Advisors LLC and Crown Capital Securities LP are unaffiliated companies.

 

 

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