ETF Advantage Series


Strategy Overview

Seeks to provide the benefits of broad diversification through risk-managed asset allocation strategies across a range of risk-return profiles via an SMA structure.

ETF Advantage Series Strategy

Strategy Summary

Inverse or short-biased ETFs, cash or long ETF equity positions are utilized to scale equity exposure within a predetermined range for each model, which shifts fixed income net exposure conversely.

Strategy Objective

The strategy invests solely in exchange traded funds (ETFs) across nine asset classes and is offered in five models that range from conservative to growth.

Portfolio Managers

Tom Samuelson, CFA, CMT
Chief Investment Officer
Kendall Dilley, CFA, CMT
Portfolio Manager

Strategy Information

  • Inception: August 2015
  • Category: Allocation - 70% to 85% Equity
  • Structure: Managed Account (SMA)

Strategy Family – Asset Allocation

Request for Proposal

Speak with a Vineyard Advisor

For more information on the ETF Advantage Series, contact us.

Contact Us