In 2024, SMArtX Advisory Solutions Turnkey Asset Management Platform recognized Weatherstone Capital Management’s Income Plus Strategy and in 2023 Strategic Income Strategy as award winners for their Fixed Income Allocation category.
In 2024, winners were selected across ten categories from among 1,314 eligible strategies, based on annual data collected for the period ending December 31, 2023. The ten award categories were grouped by market cap, geographic focus, and investment type. The winning strategies were selected based on a four-step methodology looking at the ability to generate alpha over a peer group benchmark, a positively skewed risk and return profile distribution, downside and tail-risk management, and consistency of returns. The same selection criteria was used for the 2023 award with slight variation in eligible strategies.
Awards and recognition by unaffiliated rating services, companies and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; the rating is not representative of any one client’s experience, nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Weatherstone Capital Management did not pay a fee for inclusion on this list. Past Performance does not guarantee future results.