INNOVATIVE INVESTMENT STRATEGIES.
INVESTMENT FIRMS USE OUR UNIQUE STRATEGIES TO PROVIDE DIVERSIFICATION AND ALPHA TO THEIR CLIENT PORTFOLIOS.
DEEP DIVERSIFICATION: OUR STRATEGIES TRADE LONG/SHORT IN EQUITIES, BONDS, COMMODITIES, CURRENCIES & CRYPTO.
WE WORK WITH A DIVERSE SET OF CLIENTS RANGING FROM STATE REGULATED RIAs TO LARGE SEC REGISTERED FIRMS.
WE PROVIDE INDIVIDUAL INVESTORS ACCESS THROUGH AUTO-TRADING / MANAGED ACCOUNTS AT MULTIPLE CUSTODIANS.
How We Help Registered Investment Advisory Firms
We help RIA firms grow their AUM by enabling them to ‘plug in’ to our unique and uncorrelated strategies designed through decades of R&D.
Our strategies have low to negative correlation with traditional investment styles such as long stock or index allocation. Combining our strategies with traditional investments may lead to reduction of volatility at the portfolio level and increase Sharpe ratio.
Our strategies appeal to various types of firms, whether a lightly staffed smaller firm or a large firm with a dedicated trading staff.
Advisors can use single strategies or blend any combination of our strategies to suit their client risk profiles.
How We Help Individual Investors
We are a Registered Investment Advisor managing client accounts across a number of custodial platforms. Account types we manage include Taxable Accounts, IRAs, Trusts, Variable Annuities.
With our investment strategies, we help clients grow their assets through retirement and beyond. Our goal is to grow client accounts through active management and to generate good performance in both rising and falling markets. We work with the full spectrum of client risk profiles from risk-averse/conservative to growth-seeking/aggressive.
Liquidity & Transparency: client accounts are traded as Separately Managed Accounts at major custodial / brokerage firms where the account is held in the client’s name only. Clients have full daily liquidity and can access their funds at any time.