Sterling Global Strategies offers unique strategies based on a proprietary algorithm that can be replicated through select financial advisors nationwide. 

While our stated goal is to possibly reduce downside exposure to the broad markets and to attempt to produce positive returns on an annual basis, there still remains the possibility of losing capital.  SGS understands the inherent risks of overweighting volatile asset classes, such as commodities, REITs, international equities, U.S. equities, emerging market country specific equities, inflation-protected securities, high yield bonds, as well as international and emerging market bonds.   A large number of mutual funds, ETFs, and asset managers stay fully invested during bear markets, but we believe we offer an alternative with our tactical strategies.  Our four strategies are outlined below.  

Sterling Tactical Rotation Strategy: The rotation strategy seeks to provide absolute returns during any market cycle or condition by employing an equally weighted strategic rotation model, trading between commodities, REITs, bonds, international and domestic equities.  We strive to mitigate market volatility by utilizing a go-to-cash risk management algorithm.  The Sterling Tactical Rotation Strategy intends to replicate the Sterling Tactical Rotation Index.  Further details on the Sterling Tactical Rotation Index may be found on Bloomberg.com under the symbol STLGSTRR:IND.

Sterling Emerging Markets Strategy: The emerging markets strategy was created to take advantage of the long-term growth prospects being enjoyed by Brazil, China, and India. We have added two developed countries (Germany and Australia) to lower the correlation of the portfolio components.  The low correlation, coupled with our go-to-cash risk management process, is designed to capture the upside potential of these three high growth markets while lowering overall downside risk. 

Sterling Tactical Bond Strategy: The bond strategy was designed to outperform during a rising interest rate environment by rotating between emerging market bonds, international bonds, domestic high-yield and investment grade bonds, TIPS, and cash.  The strategy employs a risk management tool that allows 100% cash exposure during declining bond markets.

Sterling Global Allocation Strategy: The global allocation strategy combines three of our investment methodologies into one all encompassed investment vehicle.  The proportional allocation of investments is 50% to Sterling Tactical Rotation Strategy, 30% to Sterling Tactical Emerging Markets Strategy, and 20% to Sterling Tactical Bond Strategy.

An investor should consider the investment objectives, risks, and charges and expenses of the underlying investments carefully before investing. The prospectus should be read carefully before investing in the overall strategy utilizing these investments. 

Click to see related prospectus information for investments utilized in our strategies.