iOmniVest uses a combination of technical analysis techniques and proprietary technology to trade individual equities in the U.S. Stock Market. iOmniVest also employs multiple Trading Strategies and Security Groupings in an attempt to deliver consistent returns while looking to mitigate losses.
iOmniVest is built on 4 conceptual layers – Trading Systems, Trading Strategies, Portfolios of Strategies, and Super Strategies.
iOmniVest Super Strategies can be very
simple or very complex.
The makeup of each Super Strategy is disclosed in the Strategy documentation.
Strategy Developers have various advanced tools at their disposal for the construction of Strategies, Portfolios of Strategies, and Super Strategies.
Investors simply select Super Strategies along with their target allocation, as described below.
Clients see historical “Back Test” simulation results as well as paper-traded performance of each Super Strategy since the date it was created (called the “inception” date.)
iOmniVest separates statistics for the periods before and after inception. Super Strategies with longer post-inception periods are generally preferable to those with shorter periods.
Investors can allocate a percentage of their account to multiple Super Strategies and see the resulting performance, in both the pre- and post-inception periods.