|
Our services are founded on the premise that most individuals should obtain returns from the major publicly traded asset classes (i.e., their “core” portfolio returns) through low-cost investment vehicles such as Exchange-Traded Funds (“ETFs”), and excess risk-adjusted returns (i.e., “alpha”) should be sought through alternative asset classes that are relatively inefficient. This philosophy is known as a “core and satellite” approach.
Services that we currently offer include:
- Customized ETF portfolios
- ETF-based options strategies
- Small-cap financial institutions stock portfolios
- Direct investment in alternative asset classes
|
|
