DOWNSHIFT IS AN ETF-BASED, HEDGED EQUITY STRATEGY SEEKING TO DELIVER EQUITY-LIKE RETURNS OVER FULL MARKET CYCLES BY FIRST FOCUSING ON MINIMIZING PORTFOLIO DRAWDOWNS, WHILE ALSO REMAINING INVESTED IN EQUITY MARKETS AT ALL TIMES FOR UPSIDE PARTICIPATION. 

Downshift was designed to deliver:  

Effective protection during negative markets

Upside participation in positive markets 

Transparent and liquid holdings

An easy to understand alternative strategy

Lower-costing than most traditional hedged equity strategies

Active + passive = the necessary playbook for advisors and the clients they serve to effectively manage risks in today's market

STAY ON TRACK WHILE DOWNSHIFTING RISK.

STRATEGY COMPONENTS

Diversified basket of U.S. Equity ETFs purchased, held and actively managed

 

Upside call options opportunistically sold against the ETFs to increase yield and total return

Long-dated S&P 500 put options are purchased, held and actively managed as insurance against market declines 

Invest on Schwab SMA Marketplace

To view your account at Schwab, click here 

Info@Wennco.com
750 Hammond Dr.  I  Building 5  I  Atlanta GA 30328  I  678.257.2726
@2018 Wennco LLC.  All rights reserved.
Wennco LLC is an SEC registered investment advisor located in Atlanta, Georgia. Wennco LLC provides asset management services utilizing the Wennco Downshift Strategies and Customized Option Overlay Solutions.