TRUEHAVEN CAPITAL — FOR ADVISORS
Optimal ETF Portfolios
A risk-managed, multi-asset portfolio solution
built for advisors who want to differentiate.
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 for your clients.
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
- Advisors looking to differentiate their practice
- Investors seeking capital preservation and growth
- Advisors who need a low-cost, risk-managed solution they can trust
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
Our Process
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 the 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. These positions are selected for their low correlation to the core and their role in addressing both inflation and deflation risk.
Four Risk Levels. One Consistent Philosophy.
Each portfolio is built around the same hedged-core framework, calibrated to different investor risk tolerances. Risk management guidelines, volatility targets, and drawdown parameters are defined for each profile. Reach out to discuss specific allocation 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 highest passive equity allocation.
Deliverables for Advisors
When you partner with TrueHaven on portfolio management, you receive ongoing research, reporting, and support — so you can focus on your clients.
Monthly Assessment
Monthly review of portfolio selections, positioning, and any tactical adjustments within the model framework.
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 you can use with clients to explain the philosophy, positioning, and market context.
Quarterly Market Debriefs
Regular briefings on market performance, portfolio behavior, and forward-looking perspective on positioning.
Let’s Talk About Your Practice
If you’re an advisor looking for a risk-managed, differentiated portfolio solution for your clients, we’d welcome the conversation. No pressure — just an honest discussion about whether we’re a fit.
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