Profits with risk you can live with.A managed portfolio aligned with your objectives, risk tolerance and financial needs.
Market Gauge Asset Management / Adaptive Investment Management
Direct advisory portfolio management

A Managed Portfolio Seeking Profits With Risk You Can Live With.

Pursue more consistent profitability through a managed portfolio with risk aligned to your objectives and financial needs. Market Gauge Asset Management evaluates the fit, implements the agreed portfolio and monitors it through a direct advisory relationship.

Direct advisory relationship. MGAM is responsible for approved blend selection, sizing, implementation, monitoring and portfolio changes. Investing involves risk, including possible loss.

Begin with your life and your goals

Your portfolio should not depend on you making every market call.

You may want an active response to changing markets without selecting the trades or managing every rotation yourself. The first question is how that approach fits your goals, financial needs and capacity for risk.

A guide with defined responsibility

A direct relationship with a defined investment process.

MGAM applies MarketGauge research and model sleeves through a client-specific advisory relationship. Its role is to select an appropriate blend, implement it and monitor the portfolio—not simply send you signals to follow.

  1. Understand your needs.

    Review objectives, risk tolerance, liquidity, restrictions and whether the relationship is appropriate.

  2. Agree the portfolio plan.

    Evaluate the relevant blend, risks, fees, performance information and advisory terms before implementation.

  3. Implement and monitor.

    MGAM manages the approved portfolio, monitors its fit and makes changes under the advisory agreement.

What you bring

Your objectives, your constraints and a clear discussion of the risk you can accept.

What the relationship defines

Who manages the portfolio, how the agreed blend is implemented and monitored, and how changes are handled. Market risk remains.

Portfolio fit

Your objectives first. The appropriate blend second.

Five risk-aligned blends provide different ways to combine approved MarketGauge model sleeves. The choice follows the client discussion—not the other way around.

Portfolio range

Different allocations for different portfolio goals and risk profiles.

Approved MarketGauge sleeves are combined in different proportions across equity leadership, market regime, rotation, global macro and cash. Each blend has a distinct risk-and-return pattern.

Review the approach
Most aggressive of the five

Symphony

Symphony is MGAM’s most aggressive portfolio model within its five-blend lineup. Available only to qualified clients, it allocates most of the portfolio across approved MarketGauge model sleeves and includes a 10% discretionary component that allows MGAM to make selected discretionary trades.

Review Symphony and services
Portfolio discipline

Concentration and tactical risk management belong together.

MGAM pairs focused opportunities with portfolio-level risk management. Diversification must serve your objectives—not simply add holdings—while position sizing, exits, cash and the selected blend define how risk is managed.

Focused leadership

Focus exposure with defined risk.

Qualifying stocks, ETFs and model sleeves can express the strongest evidence without diluting every opportunity into a generic allocation.

Adaptive exposure

Respond when conditions change.

Leadership, regime, rotation and global-macro evidence can change allocations, reduce exposure or increase cash under approved rules.

Portfolio accountability

Account for the whole portfolio.

MGAM is responsible for blend selection, sizing, execution, cash, restrictions, monitoring and approved changes under the advisory agreement.

Risk boundary: Focused and tactical strategies can experience losses, missed signals, gaps, reversals and whipsaws. Risk controls do not assure a profit or prevent loss.
Performance in context

Performance varies by blend and implementation.

Results depend on the selected blend, implementation, fees, cash flows, restrictions and taxes; MGAM therefore presents the relevant blend or composite rather than one website return.

Important: MGAM does not publish one website return as representative of all clients. “Supporting verification” does not imply GIPS verification, an audit, identical client results or independent verification unless expressly stated. Past performance does not guarantee future results.

Start with your goals—not a portfolio selection.

MGAM generally serves eligible investors with more than $250,000. Fit, blend, fees, risk, performance information and eligibility are reviewed before implementation under a written advisory agreement.

MarketGauge

Tactical portfolio management with MGAM responsible for approved selection, implementation and monitoring.

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