Whatever wealth means to you and whatever your unique investment goals and objectives, your chances for a good outcome will be improved by adhering to the timeless truths of investing: get the asset allocation right for your own objectives and risk tolerances, diversify broadly, focus on the long-term and most important, minimize costs.
Your investment program should be as dynamic as your life. Helping you define objectives, quantify risk tolerance, create investment policy, manage cash flows and taxes and then implementing, monitoring and adjusting the investment program as your situation evolves, to achieve your desired outcome, is our primary mission.
Financial innovation and evolving investment practices are a powerful combination. With the ascendancy of index-based market exposures, almost any global market exposure can now be accessed cost-effectively. And any exposure that can enhance returns or manage risk (or both) can be included in even modest portfolios. This expands the opportunity set and enhances diversification.
Factor-based indexing and options-based hedging both offer the potential to make portfolios more effective and efficient. These new perspectives and practices combine with investing’s timeless truths to give investors a greater opportunity to achieve their desired outcome(s).
structurALPHA® is our suite of innovative, rules-based strategies that combine the well-known low-cost and market capture advantages of passive investing with the superior return and risk profiles of a structural, rules-based hedge. Implemented with Exchange Traded Funds (ETFs) and exchange-listed options, the strategies are very low-cost, fully transparent and completely liquid.
The superior ALPHA (risk-adjusted return) they deliver is a function of structure and protocol, not the unreliable pursuits of active management and trading. The service mark structurALPHA® combines the two words: structural and ALPHA. structurALPHA®: an innovation in the pursuit of better investment outcomes.
About Clothier Springs Capital Management
Founded in 2010 by Thomas F. McKeon CFA, CSCM is an independent Registered Investment Advisor. We advise and manage wealth, portfolios and discrete strategies for private and institutional asset owners.
Our founding insight was to build investment strategies that maximize client outcomes by combining the low-cost and market capture advantages of index-based investing with the superior return and risk profiles of a structural, methodical, rules-based hedge.
We extend that insight to now build globally allocated, broadly diversified, liquid, transparent and low-cost portfolios exclusively of Exchange Traded Funds (ETFs), tailored for each investor’s unique goals, objectives and constraints. We also manage a partnership for direct investment in the private capital markets for accredited investors.
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Posted: January 29, 2020 | by: Thomas F. McKeon, CFA
In this Issue: Review & Outlook 4Q-2019, The Ultimate Timeless Truth, Tesla and Other Valuation Absurdities, Clothier Springs Capital Partners Update, Is College Worth It? and, The Next Ten Years.
Posted: November 4, 2019 | by: Thomas F. McKeon, CFA
In this issue we write about using the CPI as a benchmark, ponder the zero-commission mania, muse about the rise of financial pornography and comment about how free market adherents love the free markets, until competition disrupts their cash cow, then they go to work trying to confuse, distract and otherwise misled potential customers and generally subvert the free markets. We are speaking of the ascendancy of ETFs.
Posted: April 9, 2019 | by: Thomas F. McKeon, CFA
The investment tools and techniques exist for investors large and small to have optimally efficient, risk-limited, ultra-low cost portfolios, as institutions have had for decades.
Posted: February 18, 2019 | by: Thomas F. McKeon, CFA
We present PremiumPoints 4Q-2018, our quarterly newsletter.
Posted: January 2, 2019 | by: Tom McKeon
It has been a little while since we posted so there are a few things for us to catch up on: Bear Markets, Silver Linings, Monte Carlo & more.
Posted: August 30, 2018 | by: Tom McKeon
Posted: July 19, 2018 | by: Tom McKeon
In This Issue: Review & Outlook 2Q-2018, Volatility Update, Portfolio Activity, Clothier Springs Capital Partners, What Business Are We In?, Our Quarterly Harangue: "Structure IS the Strategy" and Clothier Springs Capital Management Has a Birthday