With 80% of asset managers underperforming their respective index we don't believe you should overpay an investment manager to simply provide Beta or index like returns. By utilizing a Sector rotating ETF strategy we believe we can provide a cost and tax efficient strategy that will provide superior after tax and after fee returns. While 80% of asset managers underperform their respective index there are managers who outperform the overall market. These managers are said to provide Alpha in a portfolio and can add significant long term appreciation in a portfolio. Through our expertise and due diligence we will locate asset managers we believe offer Alpha and are worth paying for.
Core Municipal Bond
This portfolio is designed for High Net Worth clients whose needs require a focus on tax free income. Based on our extensive expertise in the municipal bond market we will construct a laddered portfolio of municipal issues which will meet the income needs of our clients based on a thorough income analysis.
Absolute Return Municipal Bond
This portfolio is designed to provide absolute returns through our proprietary municipal bond strategies. The emphasis on this portfolio is not to provide tax free income but is focused on utilizing our institutional contacts and expertise to provide an absolute return for the investor.
Alternative Investment Access
This portfolio would be restricted to Accredited Investors only and would focus on providing multiple investment strategies including but not limited to long/short, global macro, arbitrage, and fund of funds.
The portfolio will be open to all types of fixed income issues including but not limited to CDs, Corporate, Agency, MBS and United States Treasury Bonds.