HOW does Ferrell CONCERT “Stay in Tune With the Markets?”

We start with a list of individual security positions we wish to consider:

  • A recognized benchmark of ETFs representing countries, funds for industry sectors or individual equities
  • Securities may include multiple asset classes
  • Client preferences may be used to define the portfolio

Ferrell CONCERT anticipates that conditions will change over time:

  • Monitors behavior daily
  • When risks are high and correlated, CONCERT reduces or eliminates exposures.
  • When risks are low and well diversified, CONCERT reallocates exposure.

Ferrell CONCERT optimizes risk-adjusted return opportunities:

  • Allocates exposures to the individual security positions most helpful to the overall portfolio performance
  • Adjusts as performance dictates - daily