TCM Smart Index™ Strategy

Thompson Capital Management LLC (TCM) is a subsidiary of Little Harbor Advisors, LLC and has been managing the TCM Smart Index™ strategy since November 2016. The strategy provides constant exposure to the S&P 500® unless or until U.S. equity market volatility signals “risk off”. When that happens, exposure to the S&P 500 is reduced to seek to preserve capital. The signal that triggers a risk-off position is based on both quantitative analytics and manager skill and experience. The TCM Smart Index™ strategy seeks to provide passive exposure to the S&P 500 with tail-risk management…thus the name “Smart Index”.

S&P 500® is a registered mark of the McGraw-Hill Companies.