Investment Strategy Performance
updated through Dec 31, 2022

for RIAs

for IARs

Composite Actual

Strategy Comparison (6-pager)


Low Risk Strategies

High Yield Corporate Bond (HYCB)

Sleep Well Bonds (SWB)

Strategic Enhanced Bond (SEB)

Strategic Hedged Income (SHI)

Moderate Risk Strategies:

Country Rotation Strategy (CRS)

Economic Cycle Strategy (EC)

Foundation Strategy (FDN)

Global Sector Strategy (GSS)

Prime Dividend International (PDI)

Prime Dividend Junior (PDJR)

Sector Growth (SGS)

Strategic Midcap (SMC)

U.S. Prime Dividend (USPD)

Growth Strategies:


Broad Value Strategy (BV)

Nasdaq Leaders (NSDQ)

Reflation (RF)

Value Discount (VD)

Advisor Forms:

Account Allocation Request Form MM

Form ADV Part 2

ADV Part 2B - Brooks

ADV Part 2B - Haave

Acknowledgment of Receipt of ADV