Portformulas provides Formulaic Trending Money Manager®
investment solutions, which are quantitative mechanical methodologies and models for investors.
Portformulas operates pursuant to "Limited Discretionary
Authority" in order to manage portfolios based upon one or more specific, step-by-step
investment strategy qualification criteria and account
rebalancing, as indicated and selected by each investor. This proprietary system
is referred to as the Portformula® Investment Strategy.
We provide transparency of the automated, step-by-step investment strategy qualification
criteria. Most of the Portformula Investment Strategies use the selected
qualification criteria to completely eliminate human emotion from the investment
selection process, while Preferred Stock Strategies eliminate a majority
of the human emotion from the investment selection process.
Our Formulaic Trending Money Manager® qualification criteria
apply a strict quantitative methodology and model for investing within each investor-selected
Portformula strategy. In other words, the Portformula
strategy will ultimately identify which holdings
to own, how long to own them, and when to sell them. You can always identify holdings
you own inside your Portformula Investment Strategy, unlike
many traditional money management portfolios.
Should you become interested in investing, you will need to request a Hypothetical, ADV
and the Sponsor Disclosures and Descriptions.