Our Unique Investment Strategy
Risk should not reside with reward
Individual Investors
Unique models for unique individuals
INTRODUCTION
Traditional models are increasingly breaking down in a fundamentally new market environment. As the adage goes, adapt or die. Our strategies allow an asymmetric risk/reward profile to keep your assets safe while capturing excess equity market returns. See below for an outline of the investment process start to finish.
01 - GETTING STARTED
Investor Suitability
In our first call with you, we need to determine whether you are suitable for our strategy. This will involve some basic financial information, investor accredidation status, as well as broad-stroke risk views and investment style.
02 - DEEPER DIVE
Risk Tolerance
In this follow-up call, we will do an in-depth risk review and gather more financial information. We will discuss behaviors during past downturns and probable behaviors during periods of market turbulence (and what the effects will be on paper for your investment). This is a great time for you to ask questions about anything you like.
03 - PAPERWORK
Onboarding
During the onboard process, there are a few simple forms that can all be filled electronically. There will also be a preferences survey to dial in your risk and reward preferences, capture rate minimums, etc. while we go through the process of assisting you to open and fund your account.
04 - CAPITAL DEPLOYMENT
Deployment
Now that we have your investment preferences and your account is funded, we can being allocating capital into the credit market and the equity market according to the plan we laid out. As this process concludes, your final capture rates will be available.
05 - COMPLETION
Final Review
We will review all your holdings and ensure that everything is to your satisfaction before wrapping up the onboard and initial allocation. Once allocated, your portfolio will auto-pilot for a year, at which point you may readjust your equity capture vehicle and make changes to the bond portfolio as needed.
06 - ANNUAL REVIEW
Service
Your account representative will conduct a portfolio review with you and help to make changes as needed or annually. He/she is always a single phone call away, and you will never face an automated menu. We pride ourselves on having outstanding service and availability for our clients.
Book an Introductory Call Now
Use the calendar below to book an introductory call to discuss financial suitability and any initial questions you may have.