Vireo: a migratory bird, ever alert and responsive to changes in its environment.
The Vireo suite takes a unique approach to long-term investing.
Typical investment strategies focus almost entirely on long-term gains—when the market's up, a portfolio can make money quickly, but when the market's down, it can lose money just as fast (or faster). Conventional wisdom says this is a necessary tradeoff, but the downside is that it can take years for a portfolio to recover from a market slump and get back on track.
We offer three types of defensive investment strategies:
The Vireo suite of strategies makes limiting losses its highest priority. By implementing a series of strong risk controls to shield investors from economic downturns, we try to keep your portfolio near break-even during down markets. The intent of this strategy is to avoid the need to recover your losses once the market rebounds, giving your investments the potential of much higher returns. While capital preservation is priority one, the portfolios have the ability to participate in rising markets. Click here to learn more
The Vireo Global Macro Allocation Portfolio (GMAP) is for defensive minded investors seeking an investment strategy that has the ability to outperform in both advancing and declining markets. The portfolio is designed to dampen volatility while attempting to provide above average long-term results in all types of markets. To achieve this goal, GMAP uses a diverse list of exchange traded funds (ETFs) and a mirror image list of Inverse ETFs (an ETF that profits from a decline in the value of the underlying index). Click here to learn more
The Vireo RevenueShares Strategic Allocation Portfolio is for defensive minded investors seeking an investment strategy that has the ability to outperform in both advancing and declining markets. To achieve this objective, Vireo RevenueShares Strategic Allocation Portfolio uses revenue-weighted exchange traded funds (ETFs) that combined represent more than 1,700 global companies with exposure to large cap, mid cap, small cap, and international markets. The portfolio is designed to dampen volatility while attempting to provide above average long-term results through multiple investment markets via diversification and defensive re-allocation, including the use of cash. Click here to learn more