APPLETON, Wis.--(BUSINESS WIRE)--iSectors®, LLC, an exchange-traded fund (ETF) investment strategist, announces its most popular ETF-based strategy, the Post-MPT Growth Allocation is now available as a Collective Investment Fund (CIF) for tax-qualified employer-sponsored retirement plans (CUSIP 45032P101). Advisors can access the fund through major custodial platforms. The trustee of the fund is Alta Trust Company. Click here for fund brochure.
The objective of the iSectors® Post-MPT Growth Allocation is to achieve investment returns that outperform the S&P 500 stock market index with lower downside risk over a complete market cycle. The portfolio manager allocates and rebalances the portfolio among nine specific, low-correlated asset classes. The mathematical process for the strategy is guided by a series of economic and capital market factors such as unemployment, capacity utilization, money supply, inflation and interest rates. The portfolio manager may invest up to 30 percent of the fund into a single asset class at any given time with the exception of government bonds into which the manager may invest up to 50 percent of the fund at any given time. In addition, the portfolio manager of the iSectors® Post-MPT Growth Allocation may invest up to 33 percent of the fund in leveraged ETFs. Historical performance of the iSectors® Post-MPT Growth Allocation in separately managed accounts can be reviewed at www.isectors.com.
“iSectors® prides itself on helping advisors be more efficient and profitable in their practices while reducing costs for their clients, an objective that’s been at the core of the company’s philosophy since its inception,” says Vern Sumnicht, founder and CEO of iSectors®. “iSectors® serves investment advisors that are interested in outsourcing their investment management to an ETF investment strategist that creates and maintains ETF-based allocation models.”
Advisors continue to see the benefits of low-cost, active asset allocation, using passive index ETFs. The addition of the iSectors® Post-MPT Growth Allocation CIF is a natural progression in meeting the needs and demands of not only advisors but also plan sponsors and participants, as well.
The addition of iSectors® Post-MPT Growth Allocation CIF will be a great benefit to the retirement plan industry, providing advisors the opportunity to gain ETF exposure in client portfolios. “We are pleased to partner with iSectors® on this new CIF. I believe that the retirement plan community will be very receptive to iSectors unique ETF based strategy,” says Mark Ponder, Chairman & CEO of Alta Trust.
About iSectors®, LLC
iSectors® is an SEC-registered investment advisor that develops and manages a suite of ETF-based asset allocation portfolios intended for use by registered investment advisors through turnkey asset management and major custodial platforms. iSectors' array of model strategies, services, and support empowers advisors with the ability to create and maintain unique investment solutions tailored to each client's individual investment goals and risk tolerance. iSectors proprietary investment strategies seek to improve risk-adjusted returns by employing a number of methodologies, including quantitative analysis, strategic and tactical asset allocation.
About Alta Trust
Alta Trust (Fund Trustee) is an innovative financial services firm that acts as trustee for collective investment funds which feature unique money managers. The professionals at Alta Trust have been working with qualified plans for over three decades and provide daily oversight of all fund trading activity and accounting, as well as annual auditing of the fund to assure accurate and reliable account balances.