Longwave Advisor uses a systematic investment approach based on price-based and fundamental data. Through this process, risk measures are calculated based on volatility and other inputs, and a balanced risk budget established through which active investment allocations are made.
Simulated results for the Longwave Advisor Investment Approach are based on a backtest on indices tracked by each asset class in the Longwave Advisor Conservative, Moderate, and Aggressive portfolios. These results are intended for educational purposes only and do not include transaction costs, potential return on cash, management fees or other expenses. Past performance is not indicative of future results.