TRUEHAVEN CAPITAL
Optimal ETF Portfolios
A risk-managed, multi-asset portfolio solution
built around a hedged core and a disciplined philosophy.
A Disciplined 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 pursue durable, risk-adjusted outcomes across varying market environments.
Portfolios Designed To
- Seek to reduce volatility and emotional decision-making
- Seek to improve tax efficiency through portfolio 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 advisers looking for a risk-managed model solution
- Investors who value a disciplined, long-term framework
Three Principles. One Focused Approach.
Hedged positions are designed to provide core stability
- Downside hedge seeks to reduce volatility and to smooth results over a full market cycle
- Seeks to reduce the need for periodic, tax-inefficient portfolio adjustments
- Seeks to reduce dependence on stock picking and market timing
- Seeks to reduce reliance on 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 seek participation in market upside while seeking to reduce downside exposure, with the objective of moderating volatility while maintaining 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
Seeks greater market participation, with a smaller hedged core and the largest passive equity allocation of the four profiles.
What’s Included
Whether you’re an individual client or an adviser 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.
Start a ConversationNeed a model for your practice?
If you’re an RIA or adviser 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.
Start a ConversationRisk-managed does not mean risk-free. The hedged core is designed to reduce volatility, not to eliminate loss, and will typically underperform an unhedged allocation in strongly rising markets. Volatility targets and drawdown parameters are objectives, not guarantees, and may not be achieved. Diversification and alternative allocations do not assure a profit or protect against loss.
These are model portfolios. Actual client accounts will differ from the model and from one another based on objectives, restrictions, timing of contributions and withdrawals, tax circumstances, and other factors. No actual, hypothetical, backtested, or model performance results are shown on this page. All investing involves risk, including the possible loss of principal. Form ADV Part 2A available on request. See our Disclosures page for additional information.