Smarter trading starts with better signals!
OnPointe Signals
Designed and Managed by:
Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM
Smart Signals, Smarter Analytics
OnPointe Risk Analyzer is the premier risk analysis tool in the industry today for advisors who care about accurate analytics. Joe’s use of OnPointe to fine tune and manage the signal strategies creates a combination in the signal space that is unmatched. And while having great signal strategies is important, what’s equally as important is to have a sales tool you can use to communicate value clients/leads. That’s where OnPointe excels! So, if you want to use a signal company you can have confidence in with the best sales platform in the industry, you’ve come to the right place.
Get To Know Joe
Do you know Joe? If not, you should find time to do so. In short, Joe is a rock star 3rd party manager as well as principal and CIO for two rapidly growing RIAs. In Joe’s day job, with his team of CFAs, he manages over 30 different investment strategies. He also is has a 3rd party manager vetting service and multi-manager portfolio construction offering provided through Advisors’ TAMP.
When Joe was approached by OnPointe Risk Analysis program to design several signal strategies he jumped at the chance. This website explains what signal strategies are and why they can be an integral tool used by RIAs and B/Ds to help them generate the best risk adjusted returns for clients at the lowest possible cost. To order access , click here.
Frequently Asked Question/More Information!
What are Signal Strategies?
Signal strategies are rule-based investment strategies.
Rule-based investing is a systematic investment approach where all decisions, including asset allocation, security selection, and buying/selling, are guided by a predefined set of explicit rules, algorithms, or criteria derived from fundamental analysis and technical indicators. The primary goal of this disciplined strategy is to remove emotional biases (human judgment) from the investment process, creating a consistent and repeatable framework for portfolio management.
Time Management
One of the biggest benefits of using a signal provide (or a TAMP) is time management. Most advisors do NOT have the time to do what they are supposed to be doing, i.e. daily, weekly, monthly research and monitoring of what’s going on in economy (GDP, interest rates, inflation, unemployment, government debt to DGP, balance of trade, credit ratings, etc.), and many different sectors (utilities, large-cap, small-cap, micro-cap, technology, crypto, oil/gas, gold, silver, etc.).
When using a signal provider whose rules-based strategies take into account and monitors different variables (ones needed to run specific strategies), this is a form of an advisor’s research and due diligence. Let’s the signal provider (Joe Maas/OnPointe) help you do your job and in doing so, this will free you up to spend more time marketing, onboarding new clients, and maintaining relationships with existing clients.
Sleeving Strategies
It’s vitally important when using a signal provider (or a TAMP for that matter) to have access to variety of signal strategies that can be used to create multi-manager portfolios in an attempt to generate the best risk adjusted returns for clients.
What make OP Signals unique is that Joe Maas not only designed what we believe are the best and most real-world signal strategies, but he has sleeved them for you in various multi-manager portfolios for advisor use.
Other firms tout portfolio Optimizers, but they are no match for having a quant like Joe build and manager multi-manger portfolios.
What Signal Strategies are Currently Available
1) ETF Risk On Risk Off Rotation (RORO) Model
3) Greatest Hits Model
4) All Cap Share Buyback Model
5) ETF Recession Hedge Model
6) Domestic ETF Income
5) Long/Short (S&P 500 based)
6) 1.5 x Long/ 1 x Short (S&P 500 based)
7) 2 x Long/ 1 x Short (S&P 500 based)
8) Long/Cash Model (S&P 500 based)
More coming soon!
Industry’s Best Sales Platform
Beating the Benchmarks
We are amazed at how many billion-dollar-plus RIAs and B/Ds have multiple investment strategies that do NOT beat their benchmarks.
How much fun is it to have an annual portfolio review with clients only to tell them that your investment strategies AGAIN didn’t beach their industry benchmarks? It’s not fun at all.
While no strategy can beat the industry benchmarks every month, quarter, or even every year, if you offer clients strategies that over time beat the benchmarks, not only will you keep your clients, but they will turn into tremendous referral sources.
To take a look the fact sheets of our strategies to see how they compare to their benchmarks, click here.
Benefits of Using a Signal Provider WITHOUT Investing in the Strategies Themselves
It may seem odd to think of buying access to a signal provider and then NOT use the strategies with clients.
While odd, it can make a lot of sense. Why? Because you will receive on a monthly basis the holdings of each signal strategy AND you will be provided in real-time the long/short buy/sell signal.
For example, say your RIA runs its own growth portfolio made up of 10, 20, 30 stock or ETFs. You RIA has its method of determining what to buy/sell and when sell/replace them. And while you may have total confidence in your process, isn’t there a price point to gain access to 3rd party data which can act as a check against or verification what you are buying and selling and when to do so?
Wouldn’t it be nice to know the ten stocks that are in our Greatest Hits Model every month (it’s a monthly rebalanced strategy).
If you run a growth model using ETFs, wouldn’t it be nice to know what 5-7 ETF we have in our Rotating ETF Growth or Moderate Growth model?
We personally think the buy/sell signal for our long/short strategy alone is worth what we charge to get access to all of our signal strategies.
Think about it, in 2022, most firms wondered what to do in a fairly quick market down turn. Our long/short strategies triggered for the first time in March of 2022. The S&P 500 max drawdown was over 24% in 2022! If you were managing money at that time, you were probably trying to figure out what to do to help clients. Should you stay the course and ride it out? Should you go to 10%, 20%, 30% or even 100% cash?
Who did you look to for help in making decisions (it’s stressful and lonely when making those decisions on your own)? For the low cost to use our signal strategies, you would have been given a sell signal in March, 2022 (information that could help an RIA decides to head a little, a lot, or even take any strategy they are managing to cash).
Trading OnPointe Signal Strategies on a TAMP
The next time we run into an advisor who really likes the billing, trading, reporting software technology they are using will be the first. If we had a dollar for every time we heard advisors complained about Orion, Advyzon, Envestnet, or other such technology, we could retire.
More and more advisors are using TAMPs to help them save time and headache and, in an attempt, to achieve better returns for clients. Most TAMP don’t have a great AUM platform (their managers aren’t great and the strategies offered aren’t great either). Many advisors are frustrated with the TAMP they use, but don’t know what else to do.
Joe Maas helped create what is called the “anti-TAMP” (the anti-Asset Mark, SEI, ORION, Envestnet, GeoWealth, etc.) which goes by the formal name of the “Adviors’s TAMP” (build by advisors for advisors). Joe Maas personally vets the 3rd party managers offered on the platform for quality control.
But in addition to select/vetted managers and investment strategies on the anti-TAMP platform, ALL of the OnPointe Signal strategies available!
To learn more about this the “anti-TAMP” and the cutting edge and simple to use billing, trading, reporting software used by the TAMP, click here.
Back-Testing
To many, back-testing has a negative stigma. Most 3rd party manager strategies have some element, it not a high degree, of humans making decisions on what assets to buy and sell and when to buy and sell. That’s the majority of the 3rd party manager space. It’s nearly impossible to back-test what a human would do when making decisions 1, 3, 5, 10, 15 years ago.
For advisors who have not started using 3rd party managers, emotion and fear for many who manage client money on their own is commonplace and can cloud the judgement when making buy/sell decisions (panic selling at the wrong time).
The use of back-testing a signal strategy is different. The goal is to create rules-based/unemotional strategies that will work in most market conditions (no signal strategies work in all market conditions even though some of our competing signal company providers magically seems to never have bad quarters or bad years).
When using a signal strategy that keeps the same rules-base/systematic investment approach through the 2007 crash, the 13-year bull run that followed, and the 2018, 2020, and 2023 mini-crashes and provides superior “risk adjusted” returns vs. their benchmarks, that’s the benefit of back-testing.
While it’s no guarantee that a strategy will continue to beat the benchmarks, we believe it’s a good indication the strategies will continue to beat the benchmarks over time (which is what advisors need to do in order to add new client and maintain current clients).
Caution—some signal providers tout 25-years’ worth of back tested data. We at OP Signals have 10, 15, 20+ years’ worth of data with certain strategies, but what advisors need to keep in mind is that some strategies don’t have data going back even 10-years (so how do signal providers provide 25 years’ worth of data?).
And some signal companies have a habit of changing their rules when their strategies don’t perform well in the short term. Some also will change their back tested numbers without notifying users that the numbers have changed.
Choosing a signal provide is no different than choosing a 3rd party manager to use. Trust is of the utmost importance. Trust is what makes OnPointe Signal unique in that you can know who designed the rules-based strategies (Joe Maas) and that he employed the help of the industry’s best investment risk analysis tool (OnPointe) to help with the designs.
If you want to discuss how one or more of our signal strategies are designed, click here to schedule a call with Joe Maas. Our offering is NOT a black box and Joe is happy to discuss how and why the strategies are designed the way they are.
What Does it Cost to Access our Signal Strategies?
Retail cost is only $2,500 a year!
For that you are given monthly updates (or quarterly updates on strategies that update quarterly) and real time updates on the long/short strategy that can trigger at any time.
But wait, you will also get access to the OnPointe Risk Analyzer software for FREE for your first 12 months! This is a $1,200 value.
So, your cost is really only $1,300 for your first year! (and you can get rid of inferior programs like Riskalyze/Nitrogen, Hidden Levers, and others).
Is getting access to several signal strategies designed by Joe Maas (including the long/short buy/sell trigger) so you can make better investment decisions on how to manager you client’s money worth $1,300? We think it’s the best bargain in the industry!
How can you Order Access to our Signal Strategies?
When you are ready to order access to our Strategies, click here (we have monthly and annual billing).
Turning Strategies Into Sales
OnPointe–Your #1 Point-of-Sale Tool!
Having great investment strategies is one thing; having a sales system to communicate their value is another!
OnPointe Risk Analyzer helps potential clients understand why their current portfolios are not very good and the unique investment strategies you have to offer.
The sale process is as easy as asking a consumer if the like the Green Line (their current portfolio), the Black Line (the nearest industry benchmark), or the Blue Line (your mix of OP signal strategies).
The answer is obvious and when the consumer asks you more about the blue line, you can give the elevator sales pitch about OnPointe Signals–Designed by Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM.
Smarter Investing With Signals
OnPointe Signal Strategies use rule-based investing to remove emotional bias from decision-making. Built on decades of research and tested through multiple market cycles, these strategies give advisors a disciplined, repeatable framework to manage portfolios with confidence.
Save Time, Focus on Clients
Researching markets, sectors, and economic data every day is time-consuming. With OnPointe Signals, the heavy lifting is done for you. Our strategies streamline due diligence, freeing you to spend more time growing your business and strengthening client relationships.
Built to Perform, Built to Sell
Designed by quant expert Joe Maas, our sleeved, multi-manager portfolios are pre-loaded in the OnPointe Risk Analyzer giving you a powerful point-of-sale platform. Show prospects clear value, deliver competitive results, and turn clients into lasting referral sources.