The objective of the Verity Conservative strategy is stable growth with limited risk. The first priority is management of risk. As a consequence, during some periods the strategy may hold a material percentage of assets in money market or fixed interest positions designed to provide yield without significant risk to principal.
The objective of the Verity Balanced Growth strategy is growth over time in coordination with careful management of downside risk. Risk is managed using diversification, tactical adjustments to selected asset classes, and adjustments to the percentage allocation to money market or fixed interest options.
The objective of the Verity Dynamic Growth strategy is strong growth of capital. It will seek to achieve a lower level of risk than the U.S. equity market, but the priority is growth. As a consequence, it will assume a greater degree of risk than more balanced or conservative strategies.
The objective of the Verity Focused Growth strategy is very aggressive growth of capital. Allocations may be concentrated in positions judged to have greater upside potential. By removing constraints to growth, the strategy assumes risk of significant loss.
There is no guarantee that tactical allocation will be successful, and there is a risk that more frequent moves and more narrowly targeted positions may be detrimental, resulting in worse performance than a strategic asset allocation approach. Although broad diversification is employed with the intent to realize opportunity while limiting volatility, there can be no assurance that purchasing securities of diverse types, narrow market sectors, and individual emerging market countries will not result in greater risk of loss should the assessment of market conditions prove incorrect.
Illustrated data was compiled using mpi Stylus Pro, Markov Processes International LLC.
This material contains forward looking statements. There is no guarantee these outcomes will be achieved or that the principles and strategies illustrated will prove as successful in the future as they may have in the past. All investing involves risk of loss, and portfolio values will fluctuate with changing market conditions. Before investing in any strategy, please review Verity’s Form ADV Part 2 for more detailed information on investment strategies, risks, and fees.