Globally allocated, broadly diversified, liquid and transparent discrete and model portfolios implemented with ultra-low-cost Exchange Traded Funds (ETFs) including allocations to U.S. and Global Equities, U.S. and Global Bonds, U.S. and Global Real Estate, U.S. Preferred Stocks and cash.
These portfolios maximize the return to risk tradeoff at every point on the continuum and give investors the best opportunity to achieve their desired outcome.
Simple, rules-based, methodically implemented strategies that hedge an equity exposure with options. Designed to track several of the Chicago Board Options Exchange (CBOE) Strategy Benchmark Indices, these strategies offer investors enhanced returns, reduced risk, limited downside and superior asymmetric market capture metrics.
Offered to clients as stand-alone strategies or within a globally allocated portfolio, they beneficially improve the return-risk profile of our client portfolios and help improve investor outcomes.
Investors earn returns net of all fees and costs. We are more focused on delivering returns to our clients than our own profitability.
To that end we keep our advisory fees as low as possible, to cover our costs and deliver the best net returns to our clients. As fiduciaries, we serve only one master: our clients.
Our advisory services deliver evidence-based, institutional quality, globally allocated, broadly diversified, fully liquid portfolios implemented with ultra-low cost Exchange Traded Funds (ETFs), optimized to each investor's objectives, tolerances and constraints. We package them as holistic investment programs for private clients or as Outsourced Chief Investment Officer (OCIO) services for institutions who choose not to maintain an in-house investment staff.
We have extensive experience and expertise in the use of equity options to beneficially modify the return and risk profiles of client portfolios, within a structural, rules-based protocol. These can be overlaid on a fully invested client portfolio or as a stand-alone strategy within an overall allocation.
We manage a private partnership for client-members to participate in the robust returns that arise from the value-added activities of builders-developers, the yields availble from non-traditional lending and the impact of leverage typically used in real estate projects, backed by tangible real assets. Accredited investors only.