Form ADV brochure · investment strategy
by Public Advisors · via Form ADV brochure
Client chooses from "a selection of ladders developed by Public Advisors" or configures own; examples named: "3 Year Ladder", "5 Year Ladder". Number of preset ladders not stated. Treasury markups/markdowns charged by affiliate.
Description from Form ADV brochure
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
This strategy doesn’t publish a performance history we can chart.
Each rule is quoted word for word from the strategy's own documents.
“US Treasuries only (often fractional); residual cash”
“each with an assigned "weight" (target percentage allocation)”
No published holdings for this strategy.
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Capital preservation label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
8 missing
The text the rules are quoted from, with where it came from.
Ladder of Treasury durations ("rungs"), each with an assigned "weight" (target percentage allocation); 10 available durations from 3 months to 30 years
Client chooses from "a selection of ladders developed by Public Advisors" or configures own; examples named: "3 Year Ladder", "5 Year Ladder". Number of preset ladders not stated. Treasury markups/markdowns charged by affiliate.
Designed to "preserve capital, generate predictable income with very little risk"
Every value on file, each labelled with its calculation basis and as-of date.
| Rebalancing (methodology text) | Not automatically rebalanced; deposits, withdrawals and optional reinvestment of maturity/coupon proceeds move holdings toward target allocation |
| Minimum investment | $1,000 |
Composer Technologies · Composer
Composer Technologies · Composer
