Invest Smartly
The Four Points Momentum Indexes employ a quantitative, rules-based strategy designed to make investment decisions grounded in data rather than emotions or market sentiment.
These indexes automatically adjust holdings based on measurements of risk, trend, and momentum within their portfolios.
Explore FPMI Strategies
Strategy Objective
To capture gains during positive market trends by investing in equity and short-duration fixed income ETFs, and to preserve capital in risk-off environments by reallocating to defensive assets or cash.
Strategy Information
Launch Date
Benchmark
Structure
07/23/2023
60/40 Bond Portfolio*
Separately Managed Account
* Blend US 60% stocks 40% bonds: Measures the performance of a blend of 60% US Stocks (as measured by the S&P500 Index) and 40% US Bonds (as measures by the Bloomberg US Aggregate Bond Index). This blend is updated monthly.
Bloomberg US Aggregate Bond Index: Measures the U.S. bond market and covers all major types of bonds, including taxable corporate bonds, treasury bonds, and municipal bonds.
Important information: Separately Managed Accounts (SMAs) are not mutual funds. SMAs are discretionary accounts managed by Four Points Advisors, LLC. Professional money management may not be suitable for all investors. It should not be assumed that investments made in the future will be profitable.
FPMI Highlights
Adaptive
Participation
The Indexes automatically invest based on trend direction, momentum and price movement that adaptively adjusts exposure between growth-oriented and defensive assets based on proprietary risk-on/risk-off signals.
Our Indexes endeavor to protect open-trade gains in positions via stop-loss orders, to increase returns over time.
Long Term
Growth
Quantitative research equips our Indexes with the ability to capture long term equity market gains while automatically rotating holdings into defensive positions.
The Indexes are designed to protect capital against long term market declines.
Systematic capital preserving trades enhance the potential for long-term wealth creation.
Consistent and Efficient
The FPMI Indexes update each evening after the market closes.
The Indexes make trend trades that may last from weeks to months.
All FPMI strategies deployed in separately managed accounts offer daily liquidity (T+1), with no lock-up periods.
