You asked — we delivered. Asbury’s managed account solutions give you professional execution of the same time-tested models trusted by institutions and top financial advisors without having to subscribe to our research service. Let us do the heavy lifting while you stay focused on your goals
Asbury Research has established a referral and model provider relationship with Libertas Wealth Management to bring our Correction Protection Model (CPM) and Sector ETF Asset Flows (SEAF) Model to life in managed portfolios. This partnership gives investors direct access to our strategies—executed exactly as they appear in our research—without the need to trade or monitor signals themselves.
This portfolio combines a sector rotation strategy (SEAF), a dynamic risk model (CPM), and a leveraged equity signal (CPM Ultra) to deliver enhanced growth. It aims to outperform the S&P 500 by blending tactical risk-on exposure with institutional asset flow analysis — while actively managing downside risk.
Aggressive capital growth
Drawdown 1/3 less than market
Risk (std deviation) equal to market
This portfolio combines Asbury’s Correction Protection Model (CPM) with its sector rotation model (SEAF) to create a flexible strategy that adapts to changing market conditions. It seeks to outperform traditional 60/40 portfolios by adjusting equity exposure and sector positioning in real time.
Moderate capital growth
Drawdown 1/2 less than market
Risk (standard deviation) less than market
This portfolio blends Asbury’s Correction Protection Model (CPM) and Sector ETF Asset Flows model (SEAF) with additional ETFs to deliver a lower-volatility strategy. Designed to prioritize capital preservation, it dynamically redirects equity exposure to bonds during stock market declines while moving to more market-favored sectors.
Modest capital Growth
Max drawdown of less than 1/2 of the market
Risk (std deviation) 1/4 less than market
Built for investors prioritizing stability, this portfolio combines Asbury’s sector rotation and risk management models with a high allocation to short term government bonds. It seeks steady returns with far lower drawdown and volatility than the S&P 500, typically allocating 50% or more to short term Treasuries.
Max drawdown less than 10%
Risk (std deviation) less than half of the market
Similar performance to a 60/40 stock-bond portfolio with a fraction of the risk
An SMA is a personalized investment account where your assets are managed by professionals according to a specific strategy. Unlike pooled funds, you retain ownership of your securities.
Managed accounts provide execution — we trade based on our signals, removing emotional decision-making and simplifying implementation. You get the full benefit of our models without having to monitor or act on signals yourself.
Each portfolio is powered by one or more of our proprietary models:
In most cases, we offer pre-allocated portfolios. RIAs may inquire about custom blends depending on AUM size and platform access.
We do. Once you select a strategy, your portfolio is managed professionally with model-driven trade execution.
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