HELPING RIA FIRMS & INDIVIDUAL INVESTORS

THROUGH INNOVATIVE INVESTMENT STRATEGIES


HOW WE HELP REGISTERED INVESTMENT ADVISOR FIRMS

 
•We help RIA firms grow their AUM by enabling them to ‘plug in’ to our industry leading strategies designed through decades of R&D. Client firms have the option of using us as a white label service where the RIA uses their own branding.
 
•Our strategies appeal to various types of firms, whether a lightly staffed small firm or a large firm with their own trading desk. We offer many strategies that range in activity from daily trading to once a month re-balancing.
 
•Advisors can use single strategies or blend any combination of our strategies to suit their client risk profiles.
 
•As part of our service, we provide advisors tools to generate monthly or quarterly model reports that can be customized with their own branding and disclosures.
 
•We do webinars to help advisors/reps to gain a better understanding of our strategies and gain insight on how non-correlated return streams can help their clients – differentiation is key to increasing AUM. Contact us to schedule a webinar.
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.
 
•We use our industry leading investment strategies to 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.