Sector Rotatio Strategy
SRS is an actively managed sector rotation portfolio that invests in up to four of the ten U.S. Sector ETFs based on our proprietary Sector Rotation Process. The portfolio can also hold cash as a defensive component.
Econ Wealth Management – Sector Rotation Strategy Portfolio Disclosures
Econ Financial Services Corporations d/b/a Econ Wealth Management (“Econ Wealth”) is an SEC registered investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Please read our Form ADV Part 2 carefully and contact us with any questions. It can be obtained by calling Econ Wealth or by visiting www.adviserinfo.sec.gov.
This material is confidential and not to be distributed beyond the initial recipient. Initial recipients are restricted to clients of Econ Wealth who are invested using the Sector Rotation Strategy Portfolio.
Information presented is related to the Sector Rotation Strategy Portfolio, which is a model strategy managed by Econ Wealth. Client portfolios or portions of a client portfolio are subscribed to the models. Generally, when changes are made to the model the client will immediately be linked to the changes. A portion of an Econ Wealth client account may be invested using this strategy, or the entirety of the client account may be invested using this strategy. Accordingly, performance for one client account in the strategy may not be identical to another client account in the strategy. Further, noted transactions in the strategy apply to the strategy in general, and not necessarily to individual accounts.
For informational and educational purposes, Econ Wealth provides in this update a sampling of recent transactions. These are not necessarily representative of all transactions since the last update was distributed, and as discussed above, may not be fully representative of the transactions in any one client account. Not all transactions will result in a profit. A complete listing of composite trades, the trades for your account, and full description of the Sector Rotation Strategy Portfolio is available upon request.
All strategies have the potential for profit or loss. Changes in strategies, contributions or withdrawals may materially alter the results of your portfolio.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark, or provide sufficient return to meet any single client’s investment goals or financial objectives.