TRUEHAVEN CAPITAL
Optimal ETF Portfolios
A risk-managed, multi-asset portfolio solution
built around a hedged core and a disciplined philosophy.
A Better Way to Build Portfolios
Portfolio construction should be focused on what you can control — risk, cost, time, and behavior — instead of what you can’t control: return. TrueHaven’s Optimal ETF Portfolios take a simplified, hedged-core approach designed to deliver meaningful, risk-adjusted outcomes across varying market environments.
Portfolios Designed To
- Minimize volatility and emotional decision-making
- Minimize taxes through efficient structure
- Reduce dependency on fixed income and equity alone
- Diversify across assets, strategies, and styles
- Address both inflation and deflation risk environments
- Utilize assets with explainable, long-term return factors
Built For
- Individuals seeking capital preservation and long-term growth
- Families who want a disciplined, low-cost investment framework
- RIAs and advisors looking for a risk-managed model solution
- Anyone who wants their portfolio to work smarter, not harder
Three Principles. One Focused Approach.
Hedged positions provide core stability
- Downside hedge reduces volatility and seeks to improve returns over a full market cycle
- Reduces need for periodic, tax-inefficient portfolio adjustments
- Reduces dependence on stock picking and market timing
- Removes need for traditionally high bond allocations
- Seeks to provide a steady, risk-adjusted return foundation
The Core-Satellite Approach
Risk-Managed Equity Core
The foundation of every portfolio is a hedged equity position. This core is designed to participate in market upside while providing meaningful downside protection — reducing volatility without sacrificing long-term growth potential.
Unhedged, Passive Equity
Surrounding the core are satellite positions in unhedged, passive equity — low-cost, efficient exposure to broad market returns. The weight of this sleeve is calibrated to each investor’s risk profile and long-term goals.
True Alternative Diversification
A thoughtfully sized alternatives allocation spans real assets, commodities, managed futures, and emerging markets — selected for their low correlation to the core and their role in addressing both inflation and deflation environments.
Four Risk Levels. One Consistent Philosophy.
Each portfolio is built around the same hedged-core framework, calibrated to different risk tolerances and time horizons. Risk guidelines, volatility targets, and drawdown parameters are defined for each profile. Contact us to discuss the details.
Conservative
Prioritizes capital preservation with lower volatility targets and tighter drawdown parameters.
Moderate
Balances protection and participation, suited for investors with a medium risk tolerance and multi-year horizon.
Growth
Tilts toward long-term growth with increased passive equity exposure and a moderately sized hedged core.
Aggressive Growth
Maximizes market participation with a smaller hedged core and the highest passive equity allocation.
What’s Included
Whether you’re an individual client or an advisor using our models, you receive ongoing research, reporting, and support — so the portfolio keeps working the way it was designed to.
Portfolio Assessment
Review of portfolio selections, positioning, and any tactical adjustments within the model framework — available quarterly or upon request.
Quarterly Due Diligence
In-depth quarterly analysis of current and prospective holdings, with written rationale for continued or new positions.
Supporting White Papers
Research and educational materials explaining the philosophy, positioning, and relevant market context.
Quarterly Market Debriefs
Regular briefings on market performance, portfolio behavior, and a forward-looking perspective on positioning.
Looking for access to these strategies?
If you’re an individual or family interested in gaining access to TrueHaven’s Optimal ETF Portfolios, we’d be glad to start a conversation about whether it’s the right fit for your situation.
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If you’re an RIA or advisor looking for a risk-managed, differentiated model to use with your clients, let’s talk. No pressure — just an honest conversation about whether we’re a fit.
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