Strategies - Horizent Team at Intrua Financial

Strategy Offerings & Management

Tailored Portfolios, Built for Your Vision

Investment Platform

At Intrua, your portfolio is more than a mix of assets, it’s a reflection of your goals, preferences, and values. We offer a carefully curated suite of strategies across multiple risk levels and management styles, all developed by our Chief Investment Officer and Investment Committee.

Through our open-architecture investment structure, our team has access to institutional third-party managers across various traditional and alternative strategies.

CORE ALLOCATION

Thoughtful, strategic, diversified exposure across equity and bond markets.

TACTICAL ALLOCATION

Actively managed, multi-asset portfolios optimized through ongoing analysis and simulations to respond to market shifts.

THEMATIC ALLOCATION

Targeted exposure to specific asset classes, investment strategies, emerging trends and sectors — like high income, cryptocurrency, AI, infrastructure, healthcare, or innovation — layered into your core allocation.

SEPARATELY MANAGED ACCOUNTS

Access a wide selection of internally and third-party managed strategies spanning multiple asset classes.

DIRECT INDEXING

A tax-optimized strategy that mirrors index performance with custom exclusions, ESG overlays, and greater control.

STRUCTURED NOTES

For sophisticated investors, custom strategies that manage downside risk and generate income.

PRIVATE INVESTMENTS

Further diversify your investment exposure through private equity, credit, real estate and other strategies.

HEDGE FUNDS

Gain access to more sophisticated, non-traditional investment strategies.

Strategy Flexibility & Customization

Whether you’re seeking income, growth potential, tax efficiency, or diversification — our strategies are built to work for your life, not just your portfolio.

Each strategy is:

Available across multiple risk categories (from ultra-conservative to aggressive)

Blendable to suit your preferred mix of growth potential, income, and preservation

Available with tax-sensitive overlays when appropriate

ESSENTIAL STRATEGIES

Essential strategies are standardized investment models created and managed by Intrua’s team. These strategies are available as a core offering for clients who are part of Intrua, providing a cost-effective way to access sophisticated investment options. These strategies tend to be more streamlined and follow proven approaches.

U.S. Core/U.S. Core ETF

The U.S. Core strategies provide long-term exposure to core U.S. equity and bond markets. The strategies may have some exposure to non-core markets, including foreign assets and lower-quality fixed income. The strategies are structured to participate in the upside of bullish U.S. equity and credit markets. The strategies’ risk exposure is not tactically managed and can result in poor performance in weak U.S. market environments.

Focused Income

The Focused Income strategies primarily invest in higher income-generating assets. This can include dividend-paying stocks, option-income strategies, investment grade bonds, high yield bonds, emerging markets debt and real estate securities. The strategies’ risk exposure is not tactically managed, which can result in poor performance in weak U.S. market environments.

Total Return/Total Return ETF

The Total Return strategies provide long-term diversified exposure across U.S. and international equities, bonds and income-generating assets. The strategies are designed to provide exposure to the potential upside of equity and credit markets while seeking moderate income generation. The strategies’ risk exposure is not tactically managed and can result in poor performance in weak market environments.

FlexTrend

The FlexTrend portfolios are structured to attempt to participate in the upside of persistent positive trending U.S. equity and credit markets and to protect value in persistent negative trending markets. The portfolios can significantly reduce risk and raise cash and/or conservative fixed income exposure in large market drawdowns. The portfolios are partially allocated to non-trend, defensively-managed equity and fundamentally-oriented fixed income strategies to attempt to provide further diversification. The portfolios may underperform in trendless or choppy market environments.

Dynamic

The Dynamic strategies represent diversified, multi-asset portfolios that deviate from conventional ‘asset allocation’ methodology. The Dynamic strategies are optimized on a quarterly basis utilizing an ‘Expected Tail Loss’ methodology. This method isn’t solely focused on returns; rather, it seeks to achieve the most consistent, risk-adjusted performance within the investment universe available, characterized by its dynamic and adaptive approach. Utilizing advanced quantitative analysis and a risk overlay system, the Dynamic strategies aim to deliver consistent risk-adjusted returns tailored to investors’ unique risk tolerances and objectives.

U.S. Core X

The U.S. Core X strategy provides long-term exposure to core U.S. equities. The strategy is structured to participate in the upside of bullish U.S. equity markets. The strategy is tactical in nature, allowing for the use of leveraged investments to attempt to generate higher returns. The use of leveraged investments can increase the risk of the strategy. Leveraged investments should be considered speculative investments and may not be suitable for all investors.

Thematic Allocation

PREMIUM STRATEGIES

Premium strategies offer a more active approach to portfolio management, with advanced techniques. These strategies are developed and overseen by either the Intrua investment team or leading third-party managers, each actively managing portfolios with continuous evaluation and timely adjustments to reflect market dynamics and asset performance.

Protego

The Protego Series is designed to protect principle, enhance returns, and create tailored risk/reward profiles for investors as either a core or complementary exposure in portfolios.

Preserve & Participate

Focus on maximizing reward for each unit of risk taken through quantitative metrics.

Concentrated Growth SMA

Select companies that deliver high returns on their investments (ROIC) with the goal of achieving growth through investing in high quality, profitable companies.

Quality Dividend SMA

Focus on fundamental drivers of dividend persistence such as earnings power, robust balance sheets, and dividend coverage rather than high yield.

Third-Party Managers

Through our open-architecture investment platform, you gain access to a diverse spectrum of traditional and alternative investment strategies managed by experienced, external investment managers.

CUSTOM STRATEGIES

Custom strategies are personalized to fit the specific financial goals, risk tolerance, and investment preferences of individual clients. These strategies are tailor-made based on in-depth client consultations and can include customized asset allocations, investment vehicles, and risk management techniques.

Key Features

Advisor-directed for client customization

Fully customized to clients’ needs

Dynamic adjustments as clients goals evolve

Adapted to personal financial goals and risk profile of individual clients

Past performance is no guarantee of future results. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.