SIA Wealth’s approach to tactical investing is designed with the ability to adjust our equity allocation within a wide range between 0% – 100% equity and/or fixed income.
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SIA Wealth is a Canadian independent investment management firm that helps investors grow and safeguard their wealth over the long-term with financial technology. SIA Wealth is focused on building financial wealth by creating and managing tactical funds and portfolios based on Relative Strength analysis.
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SIA Wealth analyzes each stock/ETFs against every other stock/ETFs to determine where the relative strength is, whether in equities, bonds, commodities, and/or cash. Everything we do is based on relative strength analysis, in our asset selection. Our proprietary, in-depth analysis process sets us apart.
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We are constantly comparing price action across thousands of investments to see which are outperforming and which are underperforming. We capitalize on areas of strength and strive to avoid areas of weakness to improve performance and reduce risk.
SIA Wealth Management (SIAWM) is an independent investment management firm founded in 2014 and focused on creating financial wealth for investors by building diversified portfolios through relative strength analysis. SIAWM is currently registered with the Alberta Securities Commision and the Ontario Securities Commission as Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer. Based in Calgary, Alberta, SIAWM provides a range of products and services to all of our clients. By using Relative Strength analysis to engage in effective risk management, our unconstrained mandates give us the flexibility to manage funds effectively through many market conditions, including the ability to move out of the equity markets entirely in the event of a bear market. Portfolios based on our relative strength analysis provide exposure across industry groups, asset classes, and individual investments.
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SIA Wealth Management sub-advises BMO Global Asset Management to bring you five unique investment products.
Access concentrated, high conviction active Canadian stock strategies that focus on relative strength.
Tactical equity solutions that are designed to gain access to the relative strength analysis expertise of SIA Wealth Management in a high conviction, unconstrained portfolio of 15+ equities.
Access concentrated, high conviction active North American stock strategy that focuses on relative strength.
Tactical equity solutions that are designed to gain access to the relative strength analysis expertise of SIA Wealth in a high conviction, unconstrained portfolio of 15+ equities.
Unconstrained Global ETF and Stock Mandate powered by SIA’s proprietary Relative Strength Methodology.
The Fund uses a combination of global macro analysis and technical indicators to build a diversified global portfolio. By employing market leading momentum tools, the portfolio manager can tactically take advantage of both short market term opportunities or longer-term market trends.
Unconstrained Global ETF Bond Mandate powered by SIA’s proprietary Relative Strength Methodology
The Fund uses a combination of global macro analysis and technical indicators to build a global fixed income portfolio using ETFs. By employing market leading momentum tools, the portfolio manager can tactically take advantage of both short market term opportunities or longer-term market trends.
A Balanced Asset Allocation ETF Fund that combines holdings in Equity ETFs, Bond ETFs and individual stocks powered by SIA’s proprietary Relative Strength Methodology
The Fund uses a combination of global macro analysis and technical indicators to build a global balanced portfolio that invests primarily in equity and fixed income ETFs, with the flexibility to also invest in securities directly. By employing market leading momentum tools, the portfolio manager can tactically take advantage of both short market term opportunities and longer-term market trends.
SIA ML Global Tactical Pool takes factor-based investing one step further by applying a “Factor-Based Methodology within another Factor-Based Universe”.
Tactical Market Rotation Pool seeks to have a lower beta and volatility with better risk-adjusted returns versus the equities market, while attempting to provide downside protection.
Stock markets around the world are backsliding this morning. NASDAQ futures are down 1.35%, while Dow futures are down 0.6%. Overseas, the Dax and FTSE
US index futures are up 0.3%-0.5% this morning, clawing back much of yesterday’s 0.4%-0.7% losses by the three main US market indices. European markets are
