Investment Strategies

This page contains basic information about our various investment strategies. If you are a professional investor and want more detailed information (including information about specific models), please see our Models page.

We also have a video series going into more detail on our investment strategies. The full playlist is embedded below. You can also find it on our YouTube channel.

Tactical 

Based on stock and bond market direction. Monitored daily.

Tactical Handout (pdf)

Tactical Strategy Video

Dynamic

Based on SEM's Economic Models. Monitored monthly.

Dynamic Handout (pdf)

Dynamic Strategy Video

AmeriGuard

Based on strongest asset classes. Monitored quarterly.

Primarily a blend of strategic and dynamic models using funds available at American Funds and Vanguard. For more information about our AmeriGuard program, see our AmeriGuard page.

AmeriGuard Handout (pdf)

Strategic Strategy Video

Cornerstone

An approach to investing that seeks to honor Biblical principles and glorify God in investment decisions. For more information about our Cornerstone program, see our Cornerstone page.

Cornerstone Handout (pdf)

Strategic Strategy Video

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