High Net Worth / Ultra High Net Worth

As a high-net-worth and ultra-high-net-worth investor, you encounter unique situations and scenarios that go beyond those of typical retail investors. Whether this includes stock options, private company ownership, private holdings, trusts, concentrated positions, etc., we offer options that can enhance your portfolio.

Why Octant?

In addition to offering attractive strategies to achieve specific portfolio needs, Octant works with high-net-worth and ultra-high-net-worth investors to provide strategies structured with investor-friendly terms. Octant typically uses separately managed accounts (SMAs), which allow investors to maintain control of their accounts and reduce administrative and accounting fees associated with other structures like limited partnerships or LLCs. This simplified approach equips foundations and endowments with strategies, structures, and terms to achieve their objectives.

Discover how Octant can transform your portfolio.

How To Use Our Strategies:

As a high-net-worth or ultra-high-net-worth investor, your portfolio is unique to you, but there are common ways that our strategies can be used.

Return Maximization Strategies:

Investors typically use our return maximization strategies within the context of a diversified portfolio to add incremental returns to their portfolio. Octant seeks to achieve increased returns through active management, tactical positioning, leverage, and both long and short positions. When combined, these approaches have the potential to generate attractive returns and, in some cases, improve overall portfolio diversification.

Low-correlation / Diversifying Strategies:

Investing isn’t just about generating high returns. Diversification is one of the primary tools of investment management, yet it can be challenging to find investments that effectively diversify a portfolio. Octant seeks to create strategies with positive return expectations that are also low-correlated to specific assets or indices. At times, diversifying assets or strategies may offer low expected returns. If you are looking for ways to diversify your portfolio, let us assist you.

Risk Mitigation / Drawdown Control:

Sometimes it just makes sense to mitigate risks and try to control drawdowns. If this is your primary concern, there are methods and strategies to address this objective.