Investment Management Process

The Euclid Investment Advisory team follows a market-driven, time-proven investment process to compound capital gains and reduce investment risk. We rely on the markets–not forecasts and estimates–to drive asset growth. Through our consistent strategy, focus, and execution, our clients have realized incredible returns.

We have found that successful investors focus on process over profit and risk over return as the math of investing is against all of us. Case in point, a 25% loss requires a 34% gain to just break even, and the time lost to do so is irrevocable.

The Euclid Dynamic Total Market ETF Strategy was developed by our institutional managers to generate dynamic market upside capture, while systemically reducing downside risk versus the S&P 500 during bull and bear markets. This strategy can function as a core holding or in addition to existing portfolios.

How We Manage & Monitor Our Investment Strategies

A time-tested formula for success

1

Rank 11 Major Equity & Fixed Income Markets

  • Ranking Determined by Proprietary Relative Strength Technical Analysis
  • Sector-Specific Fundamental Factors Considered

2

Review Market Component Sectors

  • Ranking Determined by Proprietary Relative Strength Technical Analysis
  • Sector-Specific Fundamental Factors Considered

3

Position Selection and Weighting

  • Steps 1 & 2 Clearly Identify Top Ranked ETF Positions to Own
  • Weighting to Model Positions Determined By Relative Strength and Market Dynamics

4

Actively Monitor and Manage

  • Steps 1 & 2 Repeated on a Weekly Basis
  • Buy and Sell Action Determined By Rising or Falling Technical and Fundamental Indicators

Tomorrow’s financial confidence begins with today’s decisions.

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