Unlocking U.S. Markets with Discretionary Portfolio Management

Entering the U.S. equity and bond markets demands both data-driven precision and experienced judgment. At IGS Investment, our New York-based portfolio managers blend algorithmic risk signals with weekly Investment Committee reviews to determine optimal sector weights. Whether tilting toward high growth technology or rotating into defensive healthcare, our discretionary mandate allows us to act swiftly within your customized risk parameters. Retirees benefit from our tapered “glide path” approach, gradually shifting allocations from equities to Treasury and municipal bonds as the target date approaches. Meanwhile, high net worth investors can leverage our ETF structuring team to build tax-efficient wrappers around core exposures. In volatile periods like the recent Fed rate-hike cycle our models detected flattening yield curves and triggered dynamic hedges that preserved capital. Back-tested over multiple cycles, our U.S. discretionary strategy has outperformed a 60/40 benchmark by an average of 1.2% annually, after fees. Dive deeper into our process in the downloadable whitepaper: “Active Alpha Generation in America’s Markets.”