The Market Navigator

Superior market outperformance in this strategy is achieved with the imposition of a large array of individual investment strategies including Global Macro ETFs with exposure to commodities, interest rates, international equities, leading market sector ETFs, global thematic ETFs, and inverse ETFs.

Tactical trading of US equity index ETFs based on algorithmic models of market internals and sentiment are also considered along with leveraged ETF’s.

Finally, The Wealth Quorum® Core Strategies as well as MarketGauge’s Tactical Core Equity Strategies may also be selectively employed at optimal times based on market conditions.

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This strategy uses broad asset class ETFs to get exposure to big macro trends, including commodities, interest rates, international equities, leading market sector ETFs, global thematic ETFs, the S&P 500, and inverse equity index ETFs.

The Market Navigator is designed to capture opportunities that are not dependent on US equity markets while at the same time providing the opportunity to participate in bull markets in US equities.

The Diverse Investment Methodologies Generating Alpha Within This Strategy:

• Global Asset Rotation: This theme uses ETFs to actively invest in global macro trends such as regional equities, precious metals, soft commodities, energy, bonds, currencies, and more. The methodology invests in the leading trends based MG Asset Management’s proprietary trend strength and momentum indicators.
• Tactical Core Equity: This unique methodology compliments any portfolio seeking alpha to outperform in bullish trending market environments while reducing exposure and drawdowns in negative volatility periods. This methodology actively invests in S&P 500 and Long Treasury Bond related ETFs. Its unusual trade selection process identifies opportunities using proprietary algorithms evaluating market internals data (market advances/declines, highs/lows, volatility measures, etc). As a result of Its consistently low drawdowns, it offers the opportunity to provide leverage-enhanced returns while maintaining drawdowns that are less than the unleveraged benchmark.

The Market Navigator Strategy exemplifies our attention to tactical portfolio management centered around risk-managed strategies and focused on broad market themes to deliver consistent outperformance with lower drawdowns.

In the last 5 years, the S&P 500 has had an average annual rate of return of 12.7% while The Market Navigator Strategy has had an average annual rate of return of 17.3%.

The very first step in the process is to contact us directly and schedule a brief consultation directly with our Managing Director, Clayton Anderson. During this brief call, it will be determined which onboarding process is likely most suitable for your needs. Mr. Anderson will then refer you directly to our team of onboarding professionals who will carefully examine your unique situation and guide you through the remainder of the process in the most seamless and expedited fashion possible.

Individual Investors will be seamlessly guided through a simple 3-step onboarding process.

1) First, a consultation will be scheduled with one of our registered investment advisors with our partners at MG Asset Management. During this consultation, your advisor will help you both determine and confirm your suitability for your desired strategy selection. Your advisor will then help you determine the optimal options for who will serve as the designated custodian for your assets. This could include an existing relationship you already have established or one that your advisor suggests. Your advisor will then prepare and explain all the necessary agreements to establish the relationship between yourself and MG Asset Management.

2) Second, your advisor will prepare, explain and execute all the necessary agreements between yourself, the custodian of choice and MG Asset Management.

3) Finally, your advisor will begin professionally managing your assets within your current custodial account (if feasible) or you will be assisted with transferring your assets to a new custodial account (if necessary) where they will be managed. You will then be provided with seamless instructions on how you can constantly monitor your account moving forward.

We will be constantly evaluating ways to improve and expedite this whole process using the latest technology among the rapidly expanding list of custodians we partner with.

Professional Investors and Registered Investment Advisors (RIA’s) (who wish to self-manage their client’s assets using our strategies) will have the ability to enroll into a subscription via MarketGaugePro.com (MG Pro) and will be able to seamlessly manage their assets (with our on-going guidance). Your MG Pro Consultant will sign an agreement with you and will work closely with you to determine the optimal subscription configuration. There will be a monthly minimum subscription fee and an additional monthly fee based on how much assets under management (AUM) the RIA is managing using our strategies.

Professional Investors and Registered Investment Advisors (RIA’s) (who wish to have us manage “a portion” of their client’s assets) will schedule a consultation with an assigned registered investment advisor who will take you through the various choices of managing your client assets with MG Asset Management (as a sub-advisor) and offer you comprehensive access through their investment management portal.