Strategies

"Ironsides" is a diversified portfolio where the equity exposure is minimal compared to the fixed income exposure. The portfolio strives to preserve capital with attention to the effects of inflation to distinguish it from pure cash. The Portfolio is a strategy that seeks stability in volatile markets while pursuing moderate long-term capital appreciation and preservation of principal. The fund is composed of large-cap and mega-cap stocks and ETFs that are optimized to reduce systematic risk. This strategy invests in the largest companies of high quality within the eight largest sectors of the S&P 500. The stock choices consist of healthy companies with robust earnings, stable balance sheets, and efficient capital that together comprise an acceptable level of risk/reward with low volatility and high dividends. This strategy has a beta target to incur far less volatility in normal market conditions than the index and is rebalanced annually. The intention of this portfolio is to have minimum exposure to Beta (market exposure) compared with other risk profiles. The risks of this portfolio includes the risk that its returns will trail those of the market over a given period of time. Investors with significant capital who desire a long-term portfolio to maintain value and minimize downside risk may consider this portfolio. Investors with a very low risk tolerance may use this portfolio.

"Dreadnaught" is a diversified portfolio where the equity exposure is higher than that compared to the Preservation Portfolio. The Portfolio is a strategy that seeks stability in volatile markets while pursuing long-term capital appreciation. The fund is composed of large-cap and mega-cap stocks and ETFs that are optimized to reduce systematic risk. This strategy invests in the largest companies of high quality within the eight largest sectors of the S&P 500. The stock choices consist of healthy companies with robust earnings, stable balance sheets, and efficient capital that together comprise an acceptable level of risk/reward with low volatility and high dividends. This strategy has a beta target to incur much less volatility in normal market conditions than the index and is rebalanced annually The intention of this portfolio is to have somewhat minimal exposure to Beta (market exposure) consistent with its risk profile. The risks of this portfolio includes the risk that its returns will trail those of the market over a given period of time yet is engineered to provide protection against downside risk and loss in value in falling markets through dividends and fixed income Investors with significant capital who desire a long-term portfolio to maintain value and minimize downside risk may consider this portfolio. Investors with a low risk tolerance may use this portfolio.

"Cruiser" is a diversified portfolio where the equity exposure is higher than that compared to the Moderate Portfolio. The portfolio strives for capital appreciation with the respective risk tolerance in mind. The Portfolio is a strategy that seeks stability in volatile markets while pursuing long-term capital appreciation. The fund is composed of large-cap and mega-cap stocks and ETFs that are optimized to reduce systematic risk. This strategy invests in the largest companies of high quality within the eight largest sectors of the S&P 500. The stock choices consist of healthy companies with robust earnings, stable balance sheets, and efficient capital that together comprise an acceptable level of risk/reward with low volatility and high dividends. This strategy has a beta target to incur less volatility in normal market conditions than the index and is rebalanced annually. The risks of this portfolio includes the risk that its returns will trail those of the market over a given period of time yet is engineered to provide protection against downside risk and loss in value in falling markets through dividends and fixed income.

"Caravel" is a diversified portfolio where the equity exposure is higher than that compared to the Preservation Portfolio. . The intention of this portfolio is to have exposure to Beta (market exposure) consistent with its risk profile. The Portfolio is a strategy that seeks stability in volatile markets while pursuing long-term capital appreciation. The fund is composed of large-cap and mega-cap stocks and ETFs that are optimized to reduce systematic risk. This strategy invests in the largest companies of high quality within the eight largest sectors of the S&P 500. The stock choices consist of healthy companies with robust earnings, stable balance sheets, and efficient capital that together comprise an acceptable level of risk/reward with low volatility and high dividends. This strategy has a beta target to incur less volatility in normal market conditions than the index and is rebalanced annually. The risks of this portfolio includes the risk that its returns will trail those of the market over a given period of time yet is engineered to provide protection against downside risk and loss in value in falling markets through dividends and fixed income.

"Galleon" is a diversified portfolio where the equity exposure is higher than that compared to the Balanced Portfolio. The Portfolio is a strategy that seeks stability in volatile markets while pursuing long-term capital appreciation. The fund is composed of large-cap and mega-cap stocks and ETFs that are optimized to reduce systematic risk. This strategy invests in the largest companies of high quality within the eight largest sectors of the S&P 500. The stock choices consist of healthy companies with robust earnings, stable balance sheets, and efficient capital that together comprise an acceptable level of risk/reward with low volatility and high dividends. This strategy has a beta target to incur less volatility in normal market conditions than the index and is rebalanced annually. The intention of this portfolio is to have exposure to Beta (market exposure) consistent with its risk profile. The risks of this portfolio includes the risk that its returns will trail those of the market over a given period of time yet is engineered to provide protection against downside risk and loss in value in falling markets through dividends and fixed income. The portfolio is designed for those with high risk profiles.

"Flagship" is a diversified portfolio where the equity exposure is higher than that compared to the Growth Portfolio. Trinary Flagship is a strategy that seeks stability in volatile markets while pursuing long-term capital appreciation. The fund is composed of large-cap and mega-cap stocks and ETFs that are optimized to reduce systematic risk. This strategy invests in the largest companies of high quality within the eight largest sectors of the S&P 500. The stock choices consist of healthy companies with robust earnings, stable balance sheets, and efficient capital that together comprise an acceptable level of risk/reward with volatility and high dividends. This strategy has a beta target to incur less volatility in normal market conditions than the index and is rebalanced annually. The risks of this portfolio includes the risk that its returns will trail those of the market over a given period of time yet is engineered to provide protection against downside risk and loss in value in falling markets through dividends and fixed income.