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HCM's Tactical Asset Management - Pacific Life
Description: A Conservatively Managed Tactical Asset Allocation strategy for long-term investors. Exposure to Market Risk is based on Market Conditions.Management Strategy: HCM’s Tactical Asset Management Programs employ a tactical asset allocation style. Asset Allocation is based on HCM’s Adaptive Leadership Strategy. The Adaptive Leadership method is designed to keep portfolios focused on market leadership in terms of both Style and Cap-Size. HCM’s Risk Management Systems are designed to keep portfolio’s “in-tune” with market conditions at all times. HCM strives to reduce exposure to market risk during Bear Market periods.
Alternative To: Traditional Asset Allocation Strategies for mutual funds and variable annuities
Account Type & Securities Utilized: Direct Ownership of Variable Annuity Contracts and Mutual Funds. Assets are in client’s name and client retains all indicia of ownership. Securities used in the program include traditional Mutual Funds and VA separate accounts.