Scientific Advisors offers three product lines. Our Dynamic Asset Allocation portfolios are separately managed accounts covering Income, Conservative, Growth and Aggressive investment objectives. Our alternative portfolios offer tailored asset allocation, sector rotation and equity market neutral. Our quantitative tools is software that allows an investor to create a portfolio, build a customized asset allocation tailored to their individual circumstances and backtest allocations and compare to benchmarks.
Dynamic Asset Allocation
Our Asset Allocation products span core weights from 80% equities/20% bonds in our aggressive portfolio, to 20% equities and 80% bonds in our Income portfolio. All allocation weights are tilted with 10-15 different asset groups that we expect to out-perform over the next 1-2 years. We change our allocations about 3-4 times per year, on an as needed basis, and have experienced turnover in the 10%-20% range. Our products lead most similarly managed funds over 3-5 year periods.
Our investment tools provide individual investors access to sophisticated backtesting software. Currently, our tools cover most Exchange Traded Funds and many Mutual Funds. We expect to offer global equity, derivatives and currency assets in the near future.