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Proprietary Investment Strategies

Global Beta Series

Fully diversified and easy to understand investment strategies with global exposure to fixed income, equities and alternative investments.


What is it?

We built the Global Series with simplicity in mind, but the strategy still robust enough to provide coverage over the full spectrum of risk/return and to be able to accommodate any type of risk profile.


In a cost-effective way, Brazen Global Series are designed and constructed with forward thinking, but historical awareness of the risks involved around an uncertain future . The Series also follows a disciplined, systematic and repeatable process to use risk efficiently and effectively in its quest to deliver positive risk adjusted returns over full investment cycles.

One Strategy, Two Ways to Implement

Global Baseline Portfolios (BGBP) are the simplest way to build a globally diversified core position based on a client's Risk Tolerance Assessment (RTA) and using low-cost vehicles.

The BGBP should be viewed as an entry point or building block to more complex and/or Customized Investment Programs.


Our Investment Solutions Group rely on the this semi-active baseline strategy to begin the conversation with clients regarding optimum risk taking, to compare existing investment portfolios and to assess prior investment decisions.

Global Advanced Portfolios (BGAP) use a "Best in Class" approach to identify the best possible mix of investment selection to achieve a targeted expected return or risk.

The BGAP also use low-cost vehicles and the client's Risk Tolerance Assessment (RTA) to identify optimum risk taking.


This active strategy seeks to provide a more granular exposure to global financial markets while emphasizing those areas that exhibit positive risk adjusted returns.

All Global Beta Portfolios

Capital Preservation

The goal of the Capital Preservation strategy is to provide protection
of principal and some current income with minimal volatility.


The goal of the Conservative strategy is to provide current income
and some long-term appreciation with limited volatility.

Moderate Conservative

The goal of the Moderate Conservative strategy is to provide modest current income and long-term capital appreciation with some volatility.

Moderate Aggressive

The goal of the Moderate Aggressive strategy is to provide long-term capital appreciation with modest volatility and some current income.


The goal of the Aggressive strategy is to provide long-term capital appreciation with greater volatility and minimal current income.


The goal of the Speculative strategy is to provide long-term capital appreciation with no regard for current income and greater volatility.

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