Defense Tactical
Asset Allocations
May 14, 2020
Defense – Tactical Asset Allocations

Clients have recently seen unprecedented market volatility with the DJIA dropping over 11,000 points between February 12th and March 22nd of this year. With unemployment rates skyrocketing, it is uncertain when the economy might stabilize and the extreme market volatility might end. Clients look to you for answers and a plan.

As you can imagine, this provides a wonderful opportunity for you to discuss how a well thought out Tactical Asset Allocation can be the appropriate solution.
For illustrative purposes only.
Today our Tactical Models are again showing their value, just like they did during the 2000-2002 Dotcom Meltdown and the 2007-2009 Housing Crisis / Great Recession. On average, our Tactical Models are more than 90% cash at this time and have been since March. 
Tactical Asset Allocation can be a great addition to your client’s portfolio, to help mitigate risk and avoid the roller coaster ride of large market volatility. Sometimes the best, and most appropriate, offense is a good defense. 

And, for those clients who are ready to weather the storms, taking advantage of the full motion of the market, next week we will review going on the offense with our suite of more than three dozen proven Strategic Asset Allocation portfolios managed by likes of Blackrock and Russell Investments.

To discuss this opportunity and how to use it to grow your practice and brand, please call our Sales Team at (888) 641-7100 or email .
Hanlon Investment Management is an SEC registered investment adviser with its principal place of business in the State of New Jersey with offices at 3393 Bargaintown Rd., Egg Harbor Township, NJ 08234. Being a registered investment advisor does not imply any level of skill or training. Hanlon Investment Management and its representatives are in compliance with the current registration and notice filing requirement imposed upon registered investment advisers by those states in which Hanlon Investment Management maintains clients. Hanlon Investment Management may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Hanlon Investment Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status, service and fees of Hanlon Investment Management, please contact Hanlon Investment Management or refer to the Investment Adviser Public Disclosure web site ( ).
For additional information about Hanlon Investment Management, including fees and services, send for our disclosure statement as set forth on Form ADV from Hanlon Investment Management using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

The contents of this message are confidential and only intended for the named recipient herein. This message should not be forward, transferred, copied or otherwise distributed to other users. Email is not a secure medium of communication and is subject to possible interception by unauthorized users; therefore, any reply to this message should not include additional identification information regarding the individual(s) and/or policy discussed herein.
3393 Bargaintown Road | Egg Harbor Township, NJ 08234
(888) 641-7100 |