$796 M

Multi-Asset Assets Managed

4

Investment Professionals

20

Avg. Years of Experience

Multi-Asset Strategies Overview

Strategically Allocated Across Diverse Markets and Asset Classes

CS McKee’s Multi-Asset Strategies provide investors with actively managed ETF portfolios. Our approach blends rigorous quantitative analysis with fundamental research to build well-diversified, risk-aware portfolios.

Quantitative Analysis

Our proprietary investment model centers on the Sharpe Ratio, enabling us to evaluate ETFs on a level playing field by measuring returns relative to risk. We identify emerging trends by analyzing these metrics across multiple timeframes, ranking ETFs by their relative strength through changes in risk-adjusted performance.

Fundamental Analysis

Top-performing ETFs identified in the quantitative phase undergo a thorough fundamental review. We examine liquidity levels for both the ETF and its underlying securities, assess the structure and management, and evaluate how the ETF correlates with our existing portfolio and the other top-ranked ETFs.

Diversified Portfolio Construction

The portfolio is comprised of the highest internally-ranked ETFs spanning multiple global asset classes and emphasizing diversification.

Proven Track Record

This process has generated consistent results for up to 20 years, successfully protecting investor assets during periods of instability while capitalizing on bull markets.

Multi-Asset Products

Tactical Growth

 Fact Sheet

Tactical Defense

 Fact Sheet

*As of March 31, 2025

Explore Our Full Range of Investment Options

Disciplined. Experienced. Focused.

Multi-Asset

Brad Thompson

Director, Multi-Asset

David Appleby

Portfolio Manager, Multi-Asset

Paul Frank

Senior Portfolio Manager, Multi-Asset

Clayton Wilkin

Portfolio Manager, Multi-Asset