Schuler Capital Management LLC
  • Approach
    • What Makes Us Different
    • How We Work With Clients
    • About Us
  • Risk Model
    • Safeguard 1st Risk Model
    • Why Does It Work?
    • Risk Management vs Market Timing
    • Key Takeaways
    • What Is Safeguard 1st Telling Us Now? >
      • Current Safeguard 1st Signals
  • Strategies
    • Safeguard 1st Strategy
    • Large Cap Momentum Strategy
    • Small Cap Momentum Strategy
    • Custom Strategies
  • Reasons Why
    • Buy & Hold May Not Always Be Best
    • The Achilles Heel of the 60/40 Portfolio
    • Is Your Portfolio Really Diversified?
    • Gradually Shifting Asset Allocations Doesn't Effectively Manage Risk
    • Cash Is Not Trash
    • Fees Matter
    • What To Know About Track Records
  • Technical
    • Backtesting Methodology & Results >
      • Backtesting Description
      • Indicators & Risk Model: Description & Development
      • Safeguard 1st - Backtest Results
      • Large Cap Mo - Backtest Results
      • Small Cap Mo - Backtest Results
      • Dividend & Interest Assumptions
      • Transaction Cost Assumptions
    • Data Facts
    • Definitions >
      • Alpha
      • Beta
      • Black Swan
      • Correlation
      • Drawdown
      • Efficient Mkt Hypothesis
      • Market Timing
      • Profit Factor
      • Risk
    • More...Definitions >
      • Risk Measures >
        • Sharpe Ratio
        • Sortino Ratio
        • Standard Deviation
        • Volatility
      • R-Squared
    • Diversifying Company Risk
    • Momentum
    • Stop Loss Dangers
    • Tax Considerations
    • Timing of Signals/Trades
    • Using Our Charts/Tables
  • Approach
    • What Makes Us Different
    • How We Work With Clients
    • About Us
  • Risk Model
    • Safeguard 1st Risk Model
    • Why Does It Work?
    • Risk Management vs Market Timing
    • Key Takeaways
    • What Is Safeguard 1st Telling Us Now? >
      • Current Safeguard 1st Signals
  • Strategies
    • Safeguard 1st Strategy
    • Large Cap Momentum Strategy
    • Small Cap Momentum Strategy
    • Custom Strategies
  • Reasons Why
    • Buy & Hold May Not Always Be Best
    • The Achilles Heel of the 60/40 Portfolio
    • Is Your Portfolio Really Diversified?
    • Gradually Shifting Asset Allocations Doesn't Effectively Manage Risk
    • Cash Is Not Trash
    • Fees Matter
    • What To Know About Track Records
  • Technical
    • Backtesting Methodology & Results >
      • Backtesting Description
      • Indicators & Risk Model: Description & Development
      • Safeguard 1st - Backtest Results
      • Large Cap Mo - Backtest Results
      • Small Cap Mo - Backtest Results
      • Dividend & Interest Assumptions
      • Transaction Cost Assumptions
    • Data Facts
    • Definitions >
      • Alpha
      • Beta
      • Black Swan
      • Correlation
      • Drawdown
      • Efficient Mkt Hypothesis
      • Market Timing
      • Profit Factor
      • Risk
    • More...Definitions >
      • Risk Measures >
        • Sharpe Ratio
        • Sortino Ratio
        • Standard Deviation
        • Volatility
      • R-Squared
    • Diversifying Company Risk
    • Momentum
    • Stop Loss Dangers
    • Tax Considerations
    • Timing of Signals/Trades
    • Using Our Charts/Tables
​​​Custom Strategies
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Investments chosen for portfolios based on a Custom Strategy may be inherently riskier than the market as a whole, and often are not based on historical performance data.  Clients and potential clients should be aware that Custom Strategies will not have a historical track record and, therefore, potential performance and risk may be difficult, or even impossible, to estimate.

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We sometimes implement custom strategies when requested by our clients.  Custom strategies may consist of, but may not limited to, a combination of the following for a given account:
 
  • Ownership of foreign stocks/ADRs, bond and/or stock ETFs and index funds.
  • A blend of our Safeguard 1st, Large Cap Momentum and Small Cap Momentum Strategies.
  • Stocks selected by us based on fundamental characteristics important to the client.
  • Stocks selected based on the client’s environmental, social and/or governance (ESG) selection criteria.
  • Continued ownership in a client account’s previously existing positions before we assume investment management responsibilities, based on tax and/or other considerations important to the client.
  • The use of options, but only with authorization from the client.

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