Asset Management
Our discretionary separate account management platform offers our client partners the ability to choose from a variety of portfolios that utilize our unique ideas and strategies that seek to add additional risk-adjusted return to client portfolios. Our mandate is to provide advisors and their clients with risk adjusted returns that are, after fees, superior when compared to other separate account managers and/or indexes.
We offer four broad, fixed-income strategies, as well as three general equity portfolios that may be further defined based on individual client needs. In addition, we have worked with clients who have special needs – so if one of our portfolios isn’t perfectly suited to your needs, we may be able to customize something for you.
Our separate accounts are available on most custodial platforms, including Charles Schwab Institutional, TD Ameritrade Institutional, Fidelity and more.