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Global Multi-Strategy

Diversified, global multi-strategies designed to diversify traditional asset class exposures, improving total portfolio return and reducing volatility.

  • Tactical, unconstrained mandate attempts to outperform over full market cycles and manage risk using our proprietary model library.
  • Risk management system allows the portfolio to raise cash in choppy markets or short (via inverse ETFs) during market downturns


We offer two iterations of our global multi-strategy:

  • Advantage: Moderate target risk 
  • Aurora: Moderate/Aggressive target risk


Whole Portfolio Solutions

Total portfolio solution combining strategic asset allocation and tactical portfolio management.

  • Strategic: Analysis of market valuations and interest rates sets asset allocation targets to equity, fixed income, and alternative portfolio buckets.
  • Tactical: Adaptive strategies to select positions inside each portfolio bucket.
  • 5 portfolio options for various client risk tolerances.