Strategies

Fund Strategies

No matter where you are on the spectrums of age, wealth, investing experience, or risk tolerance, SMI has strategies that are designed to meet your needs. Each of our 4 strategies is a quantitative approach to investing; this means that each strategy relies on quantitative analysis to guide each move.

The Sound Mind Investing Funds are designed for investors who recognize the tremendous potential of Dynamic Asset Allocation, Bond Upgrading, Fund Upgrading, and Sector Rotation, but who prefer to have the strategies implemented for them by professionals.

Solid strategies and management you can trust are two of the key ingredients you should look for in choosing mutual funds. We believe the Sound Mind Investing Funds offer both, and invite you to examine whether they may be the right investment vehicles to help you pursue your financial goals.


**Please click on the strategies to learn more**


BOND
UPGRADING
DYNAMIC
ASSET
ALLOCATION
FUND
UPGRADING
SECTOR
ROTATION