Investment Strategies

This page contains basic information about our various investment strategies. If you are a professional investor and want more detailed information (including information about specific models), please see our Models page.

Tactical 

Based on stock and bond market direction. Monitored daily.

Tactical Handout (pdf)

Dynamic

Based on SEM's Economic Models. Monitored monthly.

Dynamic Handout (pdf)

AmeriGuard

Based on strongest asset classes. Monitored quarterly.

Primarily a blend of strategic and dynamic models using funds available at American Funds and Vanguard. For more information about our AmeriGuard program, see our AmeriGuard page.

AmeriGuard Handout (pdf)

Cornerstone

An approach to investing that seeks to honor Biblical principles and glorify God in investment decisions. For more information about our Cornerstone program, see our Cornerstone page.

Cornerstone Handout (pdf)

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