Advisor strategies

Institutional-grade downside mitigation
for your clients' portfolios

Auour's Instinct Strategies give advisors a disciplined, rules-based approach for navigating market risk — built on the proprietary ARM model, deployed via low-cost ETFs, and available on the platforms you already use.

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10%
of six-month periods
10%+
drawdown
MSCI All Country World Index, 1963–2023, 6-month rolling periods
The problem we solve

The punch you don't see is the one that knocks you out

An equity investor can expect a drawdown greater than 10% over any six-month period approximately 10% of the time. Most investors — and their advisors — see the damage after it's already done.

The conventional approach leaves the timing of risk-off decisions to the investor or their adviser. That creates regret-driven decisions — panic selling at the bottom, paralysis at the top — that prevent clients from capturing the market's full potential.

Auour turns the problem around: instead of predicting returns, we focus on detecting and responding to risk. The ARM model runs nightly, adjusting positions before volatility arrives — not after.

Industry standard
Leaves participation decisions to investor
Recommends active stock selection managers
Focuses on story or theme investing
Auour approach
Determines when and how to allocate to world markets
Uses low-cost, passively-based ETFs
Tunes allocations to measured market risk conditions
The Auour Regime Model

ARMed to protect wealth

A proprietary multi-factor model that analytically characterizes markets across a spectrum of risk — from Aggressive through Growth, Moderate, Conservative, and Risk-Off. Auour navigates market dynamics by adjusting asset allocations to match the expected risk regime.

Momentum
Understanding market emotion
Momentum plays an important role in understanding the emotion within the market — identifying when investor behavior is driving prices beyond or below fundamentals.
Valuation
Mean-reverting anchor
Valuation factors act as mean-reverting components to the Auour model — anchoring the regime signal to long-run fair value estimates across asset classes globally.
Economic
Credit as leading indicator
Economic factors are critical to the health of markets. Credit markets stand as an important gauge to future economic growth — we monitor them continuously.
Interaction
Global vs. local signals
Interaction of world markets helps discern localized market trends from more globally significant events — separating noise from the signal that matters.
Nightly process
1
Pull global
market data
2
Score risk
regime
3
Adjust asset
allocation
4
Execute via
low-cost ETFs
Regime spectrum
Aggr.
Growth
Mod.
Consv.
Off
Aggressive Growth Moderate Conservative Risk-Off
“We unlock the world from both an asset allocation and a market regime perspective.”
Instinct strategies

Full risk spectrum coverage

Each strategy is designed to participate fully in market increases and protect invested capital during market declines — achieved through the proprietary ARM model that dictates dynamic investment class allocation.

Lower risk
Higher risk

Ultra Low Duration Income

Capital preservation

Very short duration focus with dynamic risk adjustment. Designed for cash-like stability with ARM-driven downside mitigation when conditions deteriorate.

Municipal Bond

Tax-free income

U.S. municipal bond exposure for tax-exempt income, with the ARM model dynamically managing duration and credit risk exposure.

★ PSN Manager of the Decade

Global Fixed Income

Core bonds

Core fixed income strategy that dynamically adjusts risk exposure — across domestic and global bonds — based on regime conditions. PSN Manager of the Decade award, Q4 2024.

Multi-Asset Income

Balanced income

Income generation with equity exposure that adjusts based on the expected risk within investment markets — balancing yield with capital protection.

Global Balanced

Evolved 60/40

Equity-tilted balanced strategy that dynamically adjusts the split between equity and fixed income based on regime signals. The modern alternative to static allocation.

Global Equity

Core equity

Aims to mirror global equity markets most of the time, moving to varying levels of cash or protection when the ARM model predicts periods of disruption.

Global Equity Levered Highest risk / highest potential

Our highest expected risk strategy — designed to amplify up-markets and take short positions when the model expects deep and enduring downturns. Appropriate only for aggressive investors who understand leveraged risks.

Available on your platform

Already on the platforms you use

Fidelity
Custodian / Platform
Cetera
Broker-dealer
Envestnet
TAMP
Charles Schwab
Custodian
Axxcess
Platform
Get started

Ready to put ARM to work for your clients?

Registration takes minutes. Our team will follow up to walk you through strategy selection and onboarding for your platform.

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“Our proprietary algorithm is built on fundamental principles leveraging quantitative research with a focus on risk mitigation while capturing the market's potential.”
— Ken Doerr, Managing Principal