Self-implement at no additional cost, access PMV models via your existing platform, or let PMV run the full OCIO operation for your practice.
Use the target weightings below to build any PMV portfolio in your own accounts. All positions are publicly available ETFs that can be purchased on major platforms.
Find PMV model portfolios on your existing portfolio management platform. Assign to client accounts and the platform handles trading and rebalancing automatically — no additional work required.
PMV model portfolios are live on Advyzon. Assign any portfolio to a client account in minutes.
We are actively expanding to other custodial and portfolio management platforms. Contact us to discuss your setup.
Let PMV handle the operational details. Our full-service OCIO model is built for advisers who want a turnkey solution, from trading to billing to compliance support.
All positions are liquid, publicly available ETFs. Weights are subject to change at the discretion of PMV.
| SHV T-Bills | 50% |
| ARP Systematic Global Macro | 25% |
| IVV US Equities | 12.5% |
| TLT Long-Term US Treasury | 6.25% |
| GLD Gold | 6.25% |
| ARP Systematic Global Macro | 50% |
| IVV US Equities | 25% |
| TLT Long-Term US Treasury | 12.5% |
| GLD Gold | 12.5% |
| QQQ US Equity (1x) | 33% |
| ARP Systematic Global Macro | 33% |
| BTAL Long/Short Equity | 17% |
| CTA Managed Futures | 17% |
| QLD US Equity (2x) | 33% |
| ARP Systematic Global Macro | 33% |
| BTAL Long/Short Equity | 17% |
| CTA Managed Futures | 17% |
| TQQQ US Equity (3x) | 33% |
| ARP Systematic Global Macro | 33% |
| BTAL Long/Short Equity | 17% |
| CTA Managed Futures | 17% |
All investments involve risk, including possible loss of principal. Track records shown are short and may not be representative of long-term performance. Leveraged ETFs involve additional risks and are not suitable for all investors. Past performance does not guarantee future results. PMV's management fee is reflected in the ARP ETF expense ratio. For additional information regarding ARP fees and expenses, please refer to the Fund’s Prospectus.
All positions are liquid, publicly available ETFs. Weightings are subject to change at the discretion of PMV Capital Advisers, LLC. For PMV 15 and PMV 20, contact PMV for the complete current holdings breakdown.
† PMV 15, PMV 20, Balanced Equity, and Enhanced Equity variants use leveraged ETF products. Leveraged ETFs are non-diversified and entail certain risks, including risk associated with the use of derivatives (swap agreements, futures contracts and similar instruments), imperfect benchmark correlation, leverage and market price variance, all of which can increase volatility and decrease performance. Leveraged ETFs may not be suitable for all investors.