RIA-IAR Resources:

Investment Strategy Performance
Updated through January 31, 2024

for RIAs

for IARs

Composite Actual

Strategy Comparison (6-pager)


Low Risk Strategies




High Yield Corporate Bond (HYCB)

Sleep Well Bonds (SWB)

Strategic Enhanced Bond (SEB)

Strategic Hedged Income (SHI)

Moderate Risk Strategies:




Country Rotation Strategy (CRS)

Economic Cycle Strategy (EC)

Foundation Strategy (FDN)

Global Sector Strategy (GSS)

Prime Dividend International (PDI)

Prime Dividend Junior (PDJR)

Sector Growth (SGS)

Strategic Midcap (SMC)

U.S. Prime Dividend (USPD)

Growth Strategies:

Cell
Cell
Cell

Broad Value Strategy (BV)

Nasdaq Leaders (NSDQ)

Reflation (RF)

Value Discount (VD)

All Files:

Cell
Cell
Cell

Download All Files (Zip)

Cell

Advisor Forms:


Account Allocation Request Form MM

ADV Part 2A

ADV Part 2B - Brooks

ADV Part 2B - Haave

ADV Part 3 (CRS)

Acknowledgment of Receipt of ADV

Investment Advisory Agreement

Consulting Services Agreement

Instructions:


Allocation Submission Instructions