300 E Main St

Suite B

Carmel, IN 46032

(317) 798-0200

  • White Facebook Icon
  • White Twitter Icon
Send Us a Message

© 2019 by Agile Capital, Inc. 

 

Legal                                                     

Investing Disclosure                                          

                                        

Form ADV Part 1                                                 Form ADV Part 2

 

___________________________________________________________________________________________________________________________

 

Disclosure:

 

Agile Capital actively manages various indexes.  One CANNOT directly invest in any Agile Index but separately managed accounts that attempt to track the holdings of Agile Indexes and maybe through financial institutions.  Index results do not take into account transaction cost, custodial fees or other fees that may occur in a trading account.  Carefully consider the investment objectives, risk factors, and charges and expenses before investing. This and other information can be found by contacting Agile Capital, Inc. or in the detailed investment disclosures.   Read all disclosures carefully.


Investing involves risk, including possible loss of principal. 

 

Investment comparisons are for illustrative purposes only. To better understand the similarities and differences between investments, including investment objectives, risks, fees and expenses, it is important to read the product information.

 

Dynamic Indexing

Agile manages dynamic indexes ranging from equities, bonds and currency, to multi-asset, volatility and multi-directional indexes.

Our experience shows that the ADI approach lowers volatility within asset classes and offers investors risk management alternatives not available in a standard index approach.

Index Fully Invested

Index Partially in Cash

Index Hedged to Downside 

Investment Portfolios

Agile's portfolios are designed to meet the demands of changing markets by combining Agile indices to create our portfolios.

Agile portfolios maintain allocations in investable equivalents of Agile’s risk-managed indices and attempts to track the underlying holdings and performance to the Agile indexes based on a risk / reward matrix.

The exact allocation of each index is varied to create portfolios that meet different needs.

 

Whether you are just starting to save, retired, or somewhere in between, Agile has a portfolio for you.

Example Allocations Over Time

Correlations between and among assets are not static. This means that the theoretical diversification benefits offered by most advisors begins to fall apart in times of market distress, precisely when investors need diversification the most.

 

ADI uses an active approach based on our dynamic indices that adjust your portfolio based on market conditions and not theory or forecasts.                        

Dec 2003:

Remain hedged from market

downturn of 2002

Dec 2007:

Unknowingly the peak of economic activity.

 

Agile allocations dynamically shifting to lower equity holdings

October 2008:

Finanancial Crisis

28% Hedged

36% Cash

December 2011:

The U.S. Federal Reserve announces Operation Twist spurring U.S. Equites

December 2013:

The year ends with the biggest gains in equites since 1997