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Market Leaders

only available at Flexible Plan Investments where DWM acts as a sub-advisor

 

Why Buy the Whole Market When You Can Buy the Market Leaders?

 

The investment goal of Market Leaders is to provide a core investment that is adaptive and flexible to ever-changing market conditions, adding returns with less risk than traditional fixed allocations, lifestyle or target date funds. Market Leaders seeks to do this by focusing on the eight basic asset classes that make up the core holdings for any equity portfolio; large-cap growth, large-cap value, mid-cap growth, mid-cap value, small-cap growth, small-cap value, Developing Countries and Emerging Markets. (There are 11 asset classes monitored in the Quantified Market Leaders Fund).

 

Unlike a traditional fixed allocation or target date fund that owns all the asset classes, we implement a relative strength approach and rotate into the strongest four asset classes (leaders), while avoiding the three weakest asset classes (laggards).

 

Adding value starts by diversifying into these leading asset classes and avoiding those that drain performance.

 

We strive to add more value by drilling deeper for the leading mutual funds within each selected asset class. Persistency in performance occurs: leaders tend to continue to lead and laggards often continue to lag. Drilling deeper finds the leading funds, adding yet another layer of value.

 

Strategic, Tactical and Dynamic approaches are all available at Strategic Solutions and variable annuity contracts* at Jefferson National, Midland National, Nationwide MarketFLEX and Security Benefit AdvisorDesigns, as well as select 401(k) platforms.  Strategic and Tactical are both available on most other VAs and VULs.  Market Leaders features five suitability-based profiles founded on risk tolerance and investment time horizon, together with premium services such as our customized OnTarget Investing proposals and quarterly reporting. *Limitations may exist for policies with living benefit riders — check with your RSM 

The table below can help you decide which approach (Strategic, Tactical or Dynamic) is right for your client.

 

Everything you need to deliver Market Leaders is available on this page. You can access the Illustration Generator, you can review research reports, you can generate a proposal and you can obtain all the forms.  They are all accessible through the Control Panel below. Or you can call or email our office at 248-642-6640 or at 800-347-3539, extension 2 and we will do it for you.  Click here to contact us.

 

Features:

  • Market Leaders Asset Class Selection – Only The Best

  • Drill Down Fund Ranking Within Each Selected Asset Class

  • Three Risk Management Approaches To Choose From:

    • Strategic

    • Tactical

    • Dynamic

  • Client Suitability Based Investing

  • OnTarget Investing – Monitoring And Reporting

 

 

 

 

 

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