Toews Asset Management
Toews Asset Management is a leader in risk management, offering a suite of ETFs, funds and strategies that strive to capture upside market exposure while maintaining downside risk. Founded in 1994, Toews aims to help investors realize their goals while addressing the economic and psychological challenges they face. The firm builds portfolios that hold funds primarily designed to track market indices during rising markets, but deploy loss-avoidance strategies during falling markets. They also offer expertise in both equity and fixed income markets, including options hedged strategies. In addition, Toews offers a behavioral training and coaching service, the Behavioral Investing Institute, for financial advisors and institutions that wish to enhance their practice management offerings.
ABOUT TOEWS
Toews Asset Management is an industry-standard asset manager that seeks to reduce the risk of loss in crisis environments and attempts to participate in market gains.
The firm specializes in risk-managed strategies, offering a suite of funds that attempt to provide investors with upside market exposure and heightened risk protection during market declines.
Their funds are designed to invest in instruments that track market indices during rising markets, but deploy loss avoidance strategies during falling markets.
TOEWS STRATEGIES
EQUITY MODELS
Hedged Equity.
Attempts to provide growth by investing in a hedged portfolio of US and international equity indices with a defensive positioning into fixed income.
Managed Risk Blueprint.
Seeks to provide growth with downside risk management through exposure to equity indices with an actively managed option hedge and partial defensive positioning into investment grade bonds.
Defensive Alpha Equity.
Attempts to provide growth by investing in a hedged portfolio of US and international equity indices with a defensive positioning into low volatility stocks.
BLENDED MODELS
Unconstrained Hedged Equity.
Invests in securities that seek to track global indices while maintaining an option hedge during rising markets but seeks to exit into fixed income investment or cash equivalents in the early stages of market declines.
Tactical High Yield Bond.
A high conviction high yield bond strategy that seeks to participate in high yield markets while attempting to reduce the risks of inflation and rising interest rates.
Tactical Aggregate Bond.
A high conviction bond strategy that seeks to participate in the growth of investment grade bond markets, TIPS and cash equivalents.
FIXED INCOME MODELS
Conservative Income.
The Strategy seeks to limit risk and produce above inflation yield.
Moderate Income.
The strategy seeks to limit risk and produce above inflation yield.
High Income & High Income ETF Focus.
Seeks to provide exposure to high yield bonds with a risk profile similar to core bond holdings.