Equity Tilt.

When assessing the macroeconomic environment, we can “tilt” portfolios to hedge the uncertainty of markets. Our equity tilt allows us to overlay core equity exposure with tactical views. GoalVest does this through the trading and selling of a unique combination of securities in order to maintain the core equity allocation of client portfolios.  An Equity Tilt is done with the objective of achieving higher return or higher adjusted risk in comparison to the market.​​