The ISA Advantage: Dynamic Asset Allocation

By | April 7th, 2014 11:04 AM EST | posted in Spotlight

For the first time in over 70 years, 2000-2010 challenged investor expectations of “normal returns.” Because of heightened volatility, investors with an income focused portfolio would have fared better than investors with a Moderate Growth Portfolio. At ISA we believe, we have entered a New Era of investing. A time when volatility is predominant and an investment manager’s best strategy for generating sustainable returns is to manage client portfolios more actively.

Dynamic Asset Allocation


This article is the first of a series which will explain “The ISA Advantage”. Our company was created to help investors in the New Era of investing with different yet important inter-related concepts. The first concept of our investment methodology is our Dynamic Asset Allocation. We believe that the best way to over perform in the long-term is to reduce investment cost by using Exchanged Traded Funds and actively managed our clients’ portfolio. By performing Rigorous Research, which will be overviewed in the next article, we are able to identify market trends. Our Dynamic Asset Allocation allows us to quickly react to these trends to reduce exposure during down markets while fully participating when markets are rising.

ISA Advantage Differentiator

Compare ISA to traditional investment manages to see how we’re different.


Our Registered Investment Advisor status helps us align ourselves with our clients’ best interest. Our compensation is derived from a percentage of the assets we manage instead of a commission for products we sell. This way we can take every step we feel necessary to help our clients. Furthermore, by taking advantage of our preferred discount broker’s low transaction fees, we can make sure investment cost stays at a minimum.


Our Dynamic Asset Allocation is the basis of The ISA Advantage. By positioning our clients’ portfolios accordingly depending on our research, we strive to reach higher returns while reducing volatility.  If you would like to have The ISA Advantage, let us create a 2nd Opinion of your portfolio. The 2nd Opinion is the best way to experience The ISA Advantage. Please visit us at and click ‘talk to an advisor’ to set-up an appointment.  We are looking forward to our call.



The information on this web site is intended for U.S. residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

Sources: Index Strategy Advisors, Inc.. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of its stamped publication date, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Index Strategy Advisors to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investment involves risks. International investing involves additional risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. The two main risks related to fixed income investing are interest rate risk and credit risk. Typically, when interest rates rise, there is a corresponding decline in the market value of bonds. Credit risk refers to the possibility that the issuer of the bond will not be able to make principal and interest payments. Index performance is shown for illustrative purposes only. You cannot invest directly in an index.