To offer small Banks and Credit Unions a stand alone investment management platform that will service and monetize current customers in a manner that many of these institutions currently are not.
Portfolios tailored for performance and distribution requirements
Institutional | HNW Portfolios
INSTITUTIONAL PORTFOLIOS
Fixed Income: whether its short duration fixed income cash management, bar-belled curve advantaged portfolio design or targeted duration laddering for yield and cash flow, we can deliver results at amongst the lowest fees in the business. CUSIP level analysis, trading and reporting with fixed income portfolio construction designed to address your return targets, liquidity and distribution needs fitting within the parameters of your investment guidelines
Equities: globally diversified portfolios systematically rebalanced according to your tailored needs, your comfort level with risk and your distribution requirements
Balanced: combining the benefits of diversification with systematic risk management, our algorithmic approach defeases positions in and out of volatility, adjusting the asset allocation to maximize returns and minimize risk while targeting your return requirements
globally diversified portfolios spanning the asset class categories from stocks, bonds, real estate, commodities and even crypto - systematically rebalanced according to your tailored needs, your comfort level with risk and your distribution requirements
we can design portfolios with a socially responsible focus, meeting your ESG concerns
