Naviquant Systematic Tactical Allocation.
A collective investment trust maintained by ALTA TRUST — available to eligible retirement plans through their fiduciaries, advisors, and investment consultants.
An unconstrained, systematic, tactical strategy.
Naviquant Systematic Tactical Allocation is the institutional expression of our investment discipline — quantitative, rules-based, and active. The trust is maintained by ALTA TRUST and is available exclusively to qualified employee benefit plans. As with any actively managed, tactical strategy, it involves risk, including the possible loss of principal, and there is no assurance it will meet its objectives.
Strategy
Systematic, rules-based tactical allocation across equity, fixed income, commodities, and precious metals, mirroring the firm-level discipline described on the Process page. Like any tactical strategy, it carries risk — including the risk of loss and of underperforming a simple static allocation — and the model can behave differently in markets unlike those in which it was built.
Trustee
The Fund is maintained by ALTA TRUST, a Wyoming-chartered trust company serving as fiduciary trustee. Naviquant Capital Management serves as the sub-adviser.
Eligibility
Units of the Fund are available only to qualified employee benefit plans that are tax-exempt under the Internal Revenue Code (e.g. 401(k), 403(b), defined-benefit pensions). Not available to retail investors.
Fact sheet, IPS, and due-diligence package.
A complete due-diligence package — including the current fact sheet, declaration of trust, fee schedule, and historical strategy commentary — is available to qualified eligible parties on request. Please reach out and we will provide the materials directly to your firm.
The Fund is established and operated as a collective investment fund pursuant to 12 C.F.R. § 9.18(a)(2). The Fund is exempt from registration under the Securities Act of 1933 and the Investment Company Act of 1940. The Fund is not a mutual fund and its units are not registered as securities. Information regarding the Fund is being made available solely to eligible fiduciaries and their authorized advisors and consultants — not to the general public or to retail investors.
Talk to Naviquant.
15-minute call. No obligation. We'll walk you through how the strategy fits your clients or plan — and how to access it as an advisor or consultant.
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