Investing is your profession. It’s our profession too! Our strategies are designed to help you craft intelligent portfolios that fit your needs.
Are We A Fit?
Who Are You?
Foundation / Endowment
We love working with foundations and endowments. You invest with a purpose and to further your institutional cause. Our first client was a foundation. To this day we take great pride in their work and the small part we play in assisting them.
High-Net-Worth / Ultra-High-Net-Worth Investor
We work with many HNW and UHNW investors and other professionals who work with these investors, like family offices. Regardless of your portfolio objectives, we have strategies that can help enhance returns, diversify your portfolio, and/or mitigate drawdowns.
Retail Investors
We typically don’t work directly with retail investors. However, if our strategies interest you, we’d be happy to discuss them with you and see which if any might be a fit for you.
What Are You Looking To Achieve?
Growth
Looking to grow your assets? We have several strategies designed to enhance or maximize returns across market cycles.
Asset Preservation
Sometimes the objective isn’t just about growth. Sometimes you want to preserve what you have. We have strategies designed to control your drawdowns and manage your risk.
Diversification
There is a famous saying that diversification is the only free lunch for investing. But sometimes it’s not so easy to find investments that diversify your portfolio. We have strategies designed with this objective in mind.
Performance Improvement
Whether you’re looking to aim for the fences or just add a few basis points to your overall return, we have strategies that might help.
Drawdown Control
Losses are hard to deal with psychologically. We have strategies designed to mitigate drawdowns and make market drawdowns more bearable.
Financial Planning
We don’t provide any financial planning services. We use quantitative research techniques to develop investment strategies that investors can use in the context of their overall portfolios.
I Just Need A Strong-Performing Investment That Will Outperform the S&P 500 With Minimal or No Drawdown
Don’t we all! The honest truth is that two things happen when you’re trying to outperform the S&P 500. First, you tend to take on additional elements of risk in an attempt to outperform. That additional risk increases the likelihood of drawdowns. Second, in order to perform differently than the S&P 500, you have to do things differently than the S&P 500. As a result, you will have periods of relative underperformance. The practicality of always outperforming the S&P 500 with little to no drawdowns isn’t a realistic expectation. Sorry…
What Is Your Investment Horizon?
1 – 3 years
This is pretty short. Most of our strategies really aren’t designed for investment horizons this short. But depending on what you’re looking for, some of our more conservative strategies might work.
3 – 5 years
We’d consider three to five years a short investment horizon. Depending on your portfolio construction and what you’re looking to do, several of our strategies might be a fit. Reach out and we can discuss!
5 – 10 years
We’d consider five to ten years a moderate to long investment horizon. At this point, several of our strategies could be a benefit depending on your objectives. Reach out and we can discuss!
10 years+
Although many of our strategies can be used with shorter investment horizons, our strategies were really designed with the idea of long-term investing across market cycles. This is particularly applicable for our return maximizing strategies. Reach out and let’s discuss what might be a fit.
How Quickly Can You Make An Investment Decision?
1-3 months
Great, let’s talk. We can get moving quickly so that you can have the information you need to make your decision. Our process is streamlined to make it easy for you not only to make an investment decision, but to get on-boarded once you have!
3-12 months
No time like the present to start a conversation! The sooner we speak the sooner we can get you the information you need to make a decision.
12 months+
We’d love to have an introductory meeting and provide you with some preliminary information. We have established long-term relationships with several investors before they make their investment decisions. You’re also welcome to sign up for our newsletters, which can keep you updated on our performance and perspectives.
How Can We Best Help?
Underperforming Portfolio
This is the most common complaint and why most investors seek us out. We believe that whether your underperformance is a result of low returns, poor risk-adjusted returns, or mismatch between your objectives and your portfolio performance, we have strategies that can help.
Market / Investment Volatility
Not everyone is trying to hit it out of the ballpark. Sometimes you prefer something more steady and less volatile. If you are looking for something that fits this description and understand that, generally, lower performance is the trade-off for lower volatility and drawdowns, then reach out and we can discuss if any of our strategies are a fit.
Lack of True Portfolio Diversification
It’s not easy to find investments that truly diversify your portfolio. Even more difficult is trying to find diversifying investments with similar return expectations. The strategies in our low-correlation / diversifying silo might be able to fill this need. Reach out and let’s talk!
I Can’t Find Exactly What I’m Looking For Elsewhere
Although there seems to be an endless array of investment options, sometimes you need something tailored to your portfolio. If you’re an institutional or professional investor, reach out and let’s see if we can help with one of our bespoke, customized solutions.