SignalPoint Asset Management, LLC is an SEC-registered investment adviser established in 2008 to focus on the needs of institutions and high-net-worth individuals. The firm was co-founded by Jay Handy, Thomas Veale and Michael Orzel as an investment management company with the end client in mind and with the objective of managing assets with an unwavering eye on risk containment.
Veale is the chief architect behind the SignalPoint investment process, a conservative discipline developed and refined over the last 20 years, which aims to take advantage of market volatility. He has served as the Chief Investment Officer since inception, while Handy and Orzel continue to serve in the roles of Senior Portfolio Strategist and Chief Operations Officer, respectively.
SignalPoint’s ETF investment strategies use a proprietary model to dynamically adjust allocations between asset classes and sectors according to their assessment of market risk. They always use a diversified approach and slowly add to sectors in times of weakness, while selling incrementally as their assessment of risk rises. This process:
The SignalPoint ETF strategies offered through EQIS range across the full spectrum of risk tolerances and geographic exposures including:
Details are available on the EQIS and Freedom Advisors platforms.
If you would like to deploy these strategies using the EQIS platform, go to the respective client contact and from the Action drop-down menu in the upper right corner, select Change Asset Allocation.
This option is only available for clients who have provided you with trading authorization. If you do not have trading authorization, you can either submit a Limited Power of Attorney signed by the client or use the Client Directed Asset Allocation Form found on the Resources Tab and have the client sign it.
Your EQIS Business Consultant is available to help you implement these changes, or contact Advisor Services at support@EQIS.com or 800-949-9936 and press 2.
The information is believed to be reliable but is not guaranteed by EQIS. EQIS and SignalPoint Asset Management are not affiliated. This is not an offer to buy or sell securities.
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