Equity Logic is a third party money manager for RIAs, who operates through the Interactive Brokers Portal.
Our CORE Portfolio Strategy had a 34 Sortino Ratio Last year, and it was completely protected from market risk 52% of the time.
Please review CORE, our Conservative option, as a solution for risk averse accounts
Tax Advantaged: for clients who want to avoid a large tax consequence and protect accounts too, we have a tax - advantaged model
Aggressive option: We have an ULTRA Core model too, for more aggressive accounts, that piggybacks CORE's risk metrics.
These are all ETF - ONLY Strategies focused on the S&P 500 (SPY, SSO, SDS)
Email tomkee at equitylogic .net for details.