iSectors Endowment-based Allocations are institutional quality asset allocation models designed with the objective of achieving returns in excess of their respective stock/bond benchmark portfolio over a complete market cycle, while maintaining a similar or better risk profile. These portfolios embrace the philosophy pursued by the managers of Endowment portfolios at institutions such as Yale and Harvard, which have been aggressively allocating to "Alternative Investments" like Hedge Funds, Private Equity and Real Assets, for decades. The strategy of over weighting alternatives has enabled them to out-perform their university endowment fund peer group; they have achieved this superior performance while reducing overall portfolio volatility (risk). While the iSectors allocations are not designed to mimic a university endowment fund to the fullest extent, they do target a significant allocation to "Alternative Investments." While iSectors does allocate to alternative investments we do not invest in private partnerships which are illiquid and only available to accredited investors, (i.e. investors with a net worth exceeding one million dollars). All iSectors portfolios remain liquid and available to any institutional or individual investor they may be suitable for. These unique advantages are achieved by using alternative investments that are available either through an Exchange Traded Fund, a Mutual Fund or a SEC Registered Private Fund.”
