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Solutions and Strategies

Solutions and Strategies

SGI Solutions KeyNavigating today's dynamic markets requires insight, investing acumen and most of all, an array of investment choices.

Security Global Investors' (SGI's) broad menu of traditional and non-traditional strategies help you gain the flexibility to address a wide range of needs, from long-term strategic asset allocation, to diversification and risk management, to navigating near-term market developments. In addition to providing sound investment strategies, our education programs aim to help you understand key investing concepts and then use them to implement these strategies.

Nimble, adaptable solutions. Traditional and non-traditional strategies to address a wide range of investment needs. Educational programs to help you better implement sound portfolio strategies. All from an investing partner that strives for the highest degree of financial integrity and long-term stability.


SGI (known as Rydex|SGI in the intermediary space) offers four building blocks that we believe are essential to the modern portfolio:

Alternatives Investments - Assets and Strategies to help manage diversification and risk
Fundamental Alpha

  • Active fundamental equity strategies for the core of the portfolio
  • Active fundamental fixed-income strategies for stability and income or capital preservation and income

Target Beta - Strategies to help manage overall market exposure
Exchange Traded Products - Combining the structure of index mutual funds with the flexibility of stocks.

Each is built on keen fundamental insight and a unique approach to capitalizing on market opportunity. Combined, or used individually, they're powerful tools for creating sophisticated, customized portfolios.


Diversification neither assures a profit nor eliminates the risk of experiencing investment losses.

Investing in alternative investments is not suitable for all investors and involves special risks such as risk associated with short sales, leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. Investing in alternative strategies presents the opportunity for significant losses. There is no assurance that the investment objective will be attained.

ETFs may not be suitable for all investors. • Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than original cost. Most investors will also incur customary brokerage commissions when buying or selling shares of an ETF. • Investments in securities and derivatives, in general, are subject to market risks that may cause their prices to fluctuate over time. • ETF Shares may trade below their net asset value ("NAV"). The NAV of shares will fluctuate with changes in the market value of an ETF's holdings. In addition, there can be no assurance that an active trading market for shares will develop or be maintained.

Read the fund's prospectus and summary prospectus (if available) carefully before investing. It contains the fund's investment objectives, risks, charges, expenses and other information, which should be considered carefully before investing. Obtain a prospectus and summary prospectus (if available) at www.rydex-sgi.com or call 800.820.0888.

Rydex|SGI funds are distributed by Rydex Distributors, LLC (RDL). Security Investors, LLC (SI) is a registered investment advisor, and does business as Security Global Investors® and Rydex Investments. SI and RDL are affiliates and are subsidiaries of Security Benefit Corporation, which is wholly owned by Guggenheim SBC Holdings, LLC, a special purpose entity managed by an affiliate of Guggenheim Partners, LLC, a diversified financial services firm with more than $100 billion in assets under supervision.