Next Generation of Solutions Based ETFs: Tactical Asset Allocation Combined with Income
Investors continue to seek income-producing investments. With rising interest rates, there is now more stress and volatility on traditional fixed income investments — increasing demand for alternative means of income generation that can also provide a dynamic and tactical approach to asset allocation.
Solutions based ETFs have grown tremendously in recent years to meet this demand. In this webinar, Thomas Campbell, Managing Partner and Portfolio Manager at STF Management, discusses the unique, yet simple approach, he has built and developed to meet the asset allocation needs of clients. Additionally, Jay Gragnani, Head of Client Engagement at STF Management focuses on how this asset allocation approach can be delivered in a tax-efficient way to clients — while providing high, monthly income.
STF Management Press Release:
New ETF Issuer, STF Management, Launches First Two ETFs on the Nasdaq Exchange (prnewswire.com)
- Why rules-based investing is critical in the current market environment.
- Learn how the TUG (Tactical Unconstrained Growth) methodology helps navigate equity volatility by toggling between equity and fixed income exposures.
- Understand how the institutional adoption of the “TUG” methodology has increased over time.
- Examine how a tactical asset allocation strategy, like TUG, can be enhanced with an options overlay for monthly income.
- The ETF wrapper provides a tax-efficient vehicle to deliver income solutions for clients.
Event Recording
Next Generation of Solutions Based ETFs: Tactical Asset Allocation Combined with Income
- Fact Sheet - TUGNSTF-FactSheet-TUGN-05242022.pdf3 MB
- Fact Sheet - TUGfact-sheet (1).pdf3 MB
- STF PresentationSTF_Presentation_05252022.pdf4 MB
Speakers
Jay Gragnani
- Title
- Head of Client Engagement
- Role
- Speaker
Jay has been a financial professional since 2005 spending his career passionately helping clients navigate financial markets. Prior to joining the team at STF, Jay worked his way up within the Nasdaq Dorsey Wright team beginning in 2005 (prior to January 2015, Nasdaq Dorsey Wright was Dorsey, Wright & Associates) as an intern with the company which ultimately led him to the role of Head of Research and Client Engagement. He has been a frequent guest on financial radio programs and a speaker at colleges and universities, as well as conducted training sessions with investors and financial professionals around the world. Jay is a graduate of Virginia Commonwealth University (VCU) with a degree in Finance, and resides in Richmond, Virginia with his wife Jennifer and three children.
Thomas Campbell
- Title
- Co-CEO & Portfolio Manager @
- Company
- STF MANAGEMENT
- Role
- Speaker
Thomas is the mastermind behind algorithmic systems to formulate his Self-adjusting Trend Following (STF) fund and the Tactical Unconstrained Growth (TUG) fund and ETF. He specializes in tactical approaches to asset allocation.
BBA, McMurry University
CFP designation
Certifications, or Licenses, or honors here
Thomas is a financial executive with more than 28 years of experience. Before launching STF Management, he began his career with Fidelity Investments, with a specialization in retail marketing efforts. For 21 years Thomas worked with Transamerica Financial Advisors, Inc., in the Transamerica Financial Group Division — becoming an independent representative and advisor, a branch manager, and completing CFP designation.
He caught the active management bug prior to 2001, and ever since, focuses on tactical approaches to asset allocation. By 2008, these efforts culminated in the creation of the rule set for Self-adjusting Trend Following (STF) which remains a separately managed account offering and 1940 Act Fund from Flexible Plan Investments. In 2014, his second algorithmic system Tactical Unconstrained Growth (TUG) was created, and it too has been used as a separately managed account and 1940 Act Fund, this time through Q3 Asset Management. Additionally, TUG is an ETF model on Transamerica’s TransOne platform through NASDAQ DorseyWright.
In his downtime, Thomas likes to play golf, do yard work, or build something in the garage. An avid reader, he’s become a stock market history buff, and loves reading about the worlds’ markets, economies, and intersection with politics. Spending time with his wife of 30 years and their two adult children (sons?) is a joy. Their favorite vacations include those not planned, leaving room for discovery and spontaneity.
Words of Wisdom? “Rather than seek happiness, we should seek joy. Joy is something much deeper and richer, that focuses on others and not just the hedonism of self-indulgence.”
For speaking engagements, please contact us.
About
STF MANAGEMENT
STF Management LP is an SEC registered investment advisor headquartered in Frisco, TX. Our team is comprised of a variety of industry professionals who have specific expertise in financial services including hedge funds, investment banks, insurance companies and asset management firms. The STF team has a dedicated focus bringing investment solutions to clients, leveraging their experience in product development, management and distribution.