Conquest

Tactical Asset Allocation ETF Portfolios

Risk-Focused Semi-Active Asset Allocation

CONQUEST is a suite of professionally managed asset allocation portfolios that seek to control risk and generate solid risk-adjusted returns above the rate of inflation. Continuously managed by the Washington Crossing Advisors team for over a decade, CONQUEST active asset allocation portfolios offer a seasoned, top-down, active alternative to traditional “buy-and-hold” asset allocation strategies.

Research Library

Commentary & Supporting Materials

Why Invest in a Conquest Portfolio?

01

Diversification

Portfolios are diversified among various asset classes through exchange-traded funds (ETFs). Each portfolio has a defined target mix of stocks, bonds, and alternative assets.

02

Risk Management

Utilizing our proprietary WCA Fundamental Conditions Barometer, we seek to balance short-term, evolving market conditions with longer term sub-asset class target allocations. Deviations from the target stock/bond mix can range from 0 to 15% based on Washington Crossing Advisors’ evolving active decisions.

03

Comprehensive Solution

Partnering with our team of experienced portfolio managers actively monitoring and adjusting your strategies on a systematic basis may allow you to spend more time supporting clients and building your business.

Moderately Aggressive Growth Primer

Moderate Growth Primer

Balanced Primer

Conservative Primer

Fixed Income Primer

Sector Enhanced Moderately Aggressive Growth Tax-Free Primer

Sector Enhanced Moderate Growth Primer

Sector Enhanced Moderate Growth Tax-Free Primer

Sector Enhanced Balanced Primer

Sector Enhanced Balanced Tax-Free Primer

Moderate Growth Tax-Free Primer

Balanced Tax-Free Primer

Conservative Tax-Free Primer