OVERVIEW

GLOBAL EQUITY: An unconstrained tactical approach towards global investments

The Proxy GLOBAL EQUITY model offers more global diversification delivered via a tactically managed investment strategy. The intention of the fund is to maximize risk-adjusted returns by uniquely identifying investments that exhibit relative value and positive momentum. The portfolio manager will gain exposure to various geographic regions, market capitalizations and equity sectors using a combination of carefully selected exchange traded funds (ETFs). This portfolio should be considered by investors with a high-risk profile.

WHERE DO WE FIT?

Where is GLOBAL EQUITY a good fit?

The GLOBAL EQUITY fund is designed for investors who:

Diverse Global Equity, broad market exposure through select ETFs.

Portfolio Manager will make tactical investments, while maintaining a balanced portfolio.

Seeking capital appreciation, with a high risk tolerance.

PORTFOLIO

Geographic Breakdown

1 %

Domestic / North America

1 %

Developed International

1 %

International Emerging Market

GETTING STARTED

Start the conversation

A portfolio managed by our GLOBAL EQUITY fund model may be an excellent addition to your overall investment strategy. Before investing, it is always a good idea to check with your financial advisor to be sure that every decision you make for your financial future is the best it can be.

EMAIL AN ADVISOR

Proxy Financial is a registered investment advisor. Nor Proxy, nor its advisors are licensed in all States to offer services and securities. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.