DRIV Portfolio Strategy is a disciplined asset allocation process that seeks to deliver total portfolio preservation of capital and long-term growth. DRIV is available through a separately managed account platform as well as through an institutional strategy platform.

Our Process...

DRIV (Dynamic Rotational Investment Vehicles) Portfolio Strategy delivers institutional-quality asset allocation by identifying trends in the equity and fixed income markets and communicating clear, actionable reallocation signals. Our dynamic asset allocation portfolio solution positions your portfolio to capture long-term market and valuation trends in the domestic fixed income and global equity markets.

We developed DRIV with three main goals in mind:

  • Total Portfolio Risk Management
  • Cost Efficiency
  • Seamless Program Integration

DRIV Portfolio Strategy identifies the opportunities in the market and delivers a disciplined, rules-based process to confirm the trends.


Who we work with...

We partnered with AZA Capital Management to deliver a full suite of institutional and individual investment services utilizing our domestic equity investment strategy and their fixed income and asset allocation strategies.


Institutional Investment Portfolios

DRIV Portfolio Strategy is easily adapted to your existing systematic programs. DRIV can be implemented within your portfolio regardless of the investment vehicles you use: 

  • Exchange Traded Funds
  • Separately Managed Accounts
  • Mutual & Commingled Funds
  • Stock portfolios and screens.

DRIV Portfolio Strategy is flexible enough to work inside many different investment portfolios. Our experience enables us to customize DRIV to integrate with your existing accounts, funds, portfolios and plans.

  • Endowments & Foundations
  • Retirement & Pension Plans
  • Corporate Investments
  • Trusts & Trust Departments
  • Fund Managers & Fund-of-Funds.


Individual Investment Portfolios

Individual investors get the benefits of our institutional-quality investment strategy with the simplicity of a managed account platform. Arthur Zaske & Associates is licensed to offer a selection of DRIV portfolio options that are matched to your risk tolerance.

DRIV Portfolio Strategy offers individuals an investment strategy that is based upon:

  • Objective decision-making
  • Long-term historical market and valuation norms
  • Dynamic allocation process
  • Strategic rebalancing
  • Complete communication