Investment Management


Since our founding we have built portfolios based upon our independent, risk-alignedvalue-oriented  investment philosophy...for the purpose of delivering client outcomes.  We manage a wide variety of strategies from basic capital preservation to aggressive equity income. Each strategy is managed for a specific outcome and portfolios are designed using the mix of strategies that best align with client outcomes.  

Turnkey

We have a suite of turnkey investment solutions whether you want to access Camelot through our Direct Experience, through a TAMP or Platform Experience, or through our Mutual Funds.  Choose an option that works with your model.

Build Your Own

We offer 13 Core Strategies that are fully diversified, and an additional 4 specialty strategies that can be used to round out a portfolio with unique needs. Risk associated with each strategy can range from a beta (S&P 500) of <.25 to 1+ and strategies are mixed to balance client risk tolerance and time horizon with desired outcomes.  

Custom

Legacy positions, highly concentrated portfolios, unique income needs, etc. can all be situations where a custom approach to investing may be required. We routinely use alternatives, bonds, and the derivative market to both reduce risk and increase cash flow.  From tax management to advanced estate planning concepts, we have a team dedicated to creating a custom solution.  Using strategies such as individually selected laddered bonds and option based portfolios we believe we can serve the needs of more complex portfolios often presented by high net worth clients.