--- title: WrapManager Adds Newfound Research LLC Investment Strategies to Their Approved List description: WrapManager has added three strategies from tactical money manager Newfound Research LLC to their approved money manager list. --- [![Assembly Wealth](https://www.letsassemble.com/hs-fs/hubfs/Assembly/logos/Assembly-Wealth-Logo-Orange-500px.png?width=300&height=70&name=Assembly-Wealth-Logo-Orange-500px.png "Assembly Wealth")](https://www.letsassemble.com/) The Money Manager People TM [800-541-7774](tel:+18005417774) [![RESEARCH MONEY MANAGERS](https://no-cache.hubspot.com/cta/default/10700/7ecbcb66-3fbb-41e3-b219-c24fb3c769c5.png)](https://cta-redirect.hubspot.com/cta/redirect/10700/7ecbcb66-3fbb-41e3-b219-c24fb3c769c5) [![Client Center](https://no-cache.hubspot.com/cta/default/10700/8691dcb4-caa3-42c2-a810-77b59f461fd2.png)](https://cta-redirect.hubspot.com/cta/redirect/10700/8691dcb4-caa3-42c2-a810-77b59f461fd2) [Home](https://www.letsassemble.com/) WrapManager's Wealth Management Blog When life changes, we can help you thoughtfully respond. [< Back to read another post](https://www.letsassemble.com/wealth-management-blog) # WrapManager Adds Newfound Research LLC Investment Strategies to Their Approved List Posted by [ WrapManager's Investment Policy Committee](https://www.letsassemble.com/wealth-management-blog/author/wrapmanagers-investment-policy-committee) May 15, 2014 - [Tweet](https://twitter.com/share) ### Newfound’s Tactical, Risk-Managed Strategies Available to Help Investors Achieve Investment Goals San Francisco, CA – May 9, 2014. WrapManager, Inc. ([www.wrapmanager.com](https://www.letsassemble.com/)), an investment advisor specializing in building investment plans and recommending money managers for investors, is pleased to announce that they now offer three risk-managed investment strategies from Newfound Research LLC ([www.thinknewfound.com](http://www.thinknewfound.com)), a quantitative asset management firm focused on tactical, ETF managed portfolios. Each of Newfound’s offerings seeks to solve real investor problems. For example, the Newfound Risk Managed Global Sectors and Newfound Risk Managed Small-Cap Sectors are intended to “protect and participate,” and are designed to allow investors to participate in the gains of a bull market while becoming more defensive by building cash positions during deteriorating market environments. For investors needing to generate income, the Newfound Risk Managed Income strategy offers a diversified and risk-managed income stream using global alternative income-generating assets. “Investors should have access to the best money managers out there, and it’s our job to help them gain that,” said Gabriel Burczyk, CEO of WrapManager. “We are very excited to recommend Newfound and expand our selection of risk-managed money manager strategies to our clients. They offer smart, researched-based solutions that aim to solve problems faced by today’s investors.” “We believe the best way to enable investors to meet their financial goals is by providing them with thoughtfully structured, rule-based solutions that meet the investment objectives, and address the concerns, of any investor, be it diversifying income generation or smoothing out equity market volatility,” said Tom Rosedale, CEO of Newfound Research. “We look forward to working with the great team at WrapManager and to presenting our story and strategies to their clients.” ### WrapManager now recommends the following three Newfound tactical investment strategies to appropriate investors. [Request more information about them here](http://www.wrapmanager.com/money-manager-research/newfound-research-llc)**** ### Newfound Risk Managed Global Sectors [Newfound Risk Managed Global Sectors](http://www.wrapmanager.com/wealth-management-blog/newfound-risk-managed-global-sectors-global-investing-with-an-eye-on-risk) aims to provide access to global equity market exposure in a risk-managed framework that seeks to limit significant capital loss, with the ability to move 100% to cash when global equity markets show signs of weakening. The strategy invests in eleven ETFs representing the primary global economic sectors. ### Newfound Risk Managed Small-Cap Sectors Newfound Risk Managed Small-Cap Sectors aims to provide access to the strong, long-term growth profile of U.S. small-cap equities in a risk managed framework that seeks to limit significant capital loss, with the ability to move 100% to cash when U.S. small-capitalization equities show signs of weakening. The strategy invests in nine ETFs representing the small-capitalization U.S. economic sectors. ### Newfound Risk Managed Income Newfound Risk Managed Income aims to provide access to alternative income generating vehicles in a risk-managed framework. The product operates under the guiding philosophy that long-term income generation depends on both yield and capital protection. The product invests in global, high-income asset classes through ETFs including both equity (MLPs, REITs, Preferreds, dividend equities) and fixed income (bank loans, high yield, EM bonds) exposures. ### About WrapManager, Inc. WrapManager, an SEC registered* investment advisor, helps investors around the country build comprehensive investment plans matched to recommended money manager strategies. The level of comfort, trust and security provided by their knowledgeable Wealth Managers helps set them apart from the throngs of impersonal financial advisors. For more information, visit [www.wrapmanager.com](http://www.wrapmanager.com). ** registration does not imply a certain level of skill or training* ### About Newfound Research LLC Newfound Research is a Boston-based registered investment adviser and quantitative asset manager focused on rules-based, outcome-oriented investment strategies and specializing in tactical asset and risk management. Newfound pioneered the research and use of dynamic, volatility-adjusted momentum models. In the last five years, Newfound's models have been utilized to help drive the investment decisions for billions of dollars in assets. For more information about Newfound, visit [www.thinknewfound.com](http://www.thinknewfound.com). [![Like What You've Read? Subscribe Here!](https://no-cache.hubspot.com/cta/default/10700/5ce6db8c-6757-43bb-831d-b67f40d96a4c.png)](https://cta-redirect.hubspot.com/cta/redirect/10700/5ce6db8c-6757-43bb-831d-b67f40d96a4c)   --- Strategy descriptions listed represent a brief outline of the portfolio’s objective. There is no guarantee that any manager or product will be successful in achieving the objective described. The strategy used by the money manager listed is not suitable for all investors. This material does not represent a personalized recommendation and does not reflect individual investor’s risk and return goals nor does it serve as the receipt of, or a substitute for, personalized advice from WrapManager, Inc. or any other investment professional.  [Newfound Research LLC](https://www.letsassemble.com/wealth-management-blog/topic/newfound-research-llc) ### Subscribe to Updates [Subscribe to RSS Feed](https://www.letsassemble.com/wealth-management-blog/rss.xml) [![New Call-to-action](https://no-cache.hubspot.com/cta/default/10700/ffe2a394-957b-481b-9f80-4ef176bd6aaf.png)](https://cta-redirect.hubspot.com/cta/redirect/10700/ffe2a394-957b-481b-9f80-4ef176bd6aaf) ### Most Recently Published ### Blog Authors [![Gabriel Burczyk](http://www.wrapmanager.com/hs-fs/hub/10700/file-2347381761-jpg/Athors_Avatars/Gabe-avatar.jpg "Gabriel Burczyk")](http://www.wrapmanager.com/wealth-management-blog/author/gabriel-burczyk) [**Gabriel Burczyk,**](http://www.wrapmanager.com/wealth-management-blog/author/gabriel-burczyk) [Founder & CEO](http://www.wrapmanager.com/wealth-management-blog/author/gabriel-burczyk) [![Valerie De Vol](http://www.wrapmanager.com/hs-fs/hub/10700/file-2457588837-jpg/Athors_Avatars/Valerie-De-Vol-avatar.jpg "Valerie De Vol")](http://www.wrapmanager.com/wealth-management-blog/author/valerie-de-vol) [**Valerie De Vol, **IACCP® Chief Operating Officer](http://www.wrapmanager.com/wealth-management-blog/author/valerie-de-vol) [![Seton-avatar.jpg](http://www.wrapmanager.com/hs-fs/hub/10700/file-2344519198-jpg/Athors_Avatars/Seton-avatar.jpg "Seton-avatar.jpg")](http://www.wrapmanager.com/wealth-management-blog/author/seton-mcandrews) [**Seton McAndrews, **CFP® ](http://www.wrapmanager.com/wealth-management-blog/author/seton-mcandrews)[Vice President - Investments](http://www.wrapmanager.com/wealth-management-blog/author/seton-mcandrews) [![Doug Hutchinson](http://www.wrapmanager.com/hs-fs/hub/10700/file-2347381751-jpg/Athors_Avatars/Doug-avatar.jpg "Doug Hutchinson")](http://www.wrapmanager.com/wealth-management-blog/author/doug-hutchinson) **[Doug Hutchinson,](http://www.wrapmanager.com/wealth-management-blog/author/doug-hutchinson) **[CFA® ](http://www.wrapmanager.com/wealth-management-blog/author/doug-hutchinson)[Director of Research and Trading](http://www.wrapmanager.com/wealth-management-blog/author/doug-hutchinson) ![Katie - square.png](https://www.wrapmanager.com/hubfs/Katie%20-%20square.png "Katie - square.png") [**Katie O'Connor **Director of Client Services](https://www.wrapmanager.com/wealth-management-advisors/katie-oconnor) **Important Disclosure Concerning WrapManager Blogs** Blogs found at this site have been created or supported by WrapManager. The information provided in a blog post prepared by WrapManager or an associated person of WrapManager is generally limited to financial and economic issues, but may include a discussion of general interest items. The views and opinions expressed on this blog are purely the blog authors, and not necessarily those of WrapManager, Inc. Certain blog posts include information pertaining to WrapManager’s investment advisory services and the products and services of unaffiliated money managers. Such information is provided for information purposes only. Accordingly, information provided in a blog should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice. Any subsequent, direct communication by WrapManager with a prospective client shall be conducted by a representative of WrapManager. 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