Balanced tactical management that seeks competitive total returns with a focus on income generation with the potential for significantly reduced risk.
Passive instruments are deployed to replicate the asset allocation of the Tactical Income Strategy allowing for greater liquidity, added transparency, and a lower minimum investment.
A macroeconomic framework developed and monitored by the Investment Team that informs asset allocation and sector weightings.
Investment Vehicles: SMA and on the SMArtX Advisory Solutions platform.
“Efficient Tactical Income is a great example of the entrepreneurial spirit that persists at our firm. We had a customer looking for a strategic alternative to Tactical income that had...more of a passive slant and would come in a vehicle to accommodate smaller accounts. The Efficient Tactical Income strategy served that purpose.”
Hilton’s Tactical Income strategy seeks to achieve competitive total returns with a balanced portfolio of income-generating securities with the potential for significantly reduced risk.
Selected features of the Tactical Income strategy include:
The Efficient Tactical Income strategy was created with advisors, individual investors, and those that wanted added exposure to passive instruments, in mind.
Using passive ETFs and other funds instead of individual securities to replicate the asset allocation of the Tactical Income strategy results in: