Maintain Control

Maintain direct ownership of your assets and avoid investing in illiquid Fund structures

All cash and securities are held in client’s brokerage account with point-and-click daily subscriptions and redemptions

Interested in another broker?

Motivations to invest in hedge funds, beyond returns.

Liquid alternative investment portfolios

Easily make portfolio changes without large teams

With point-and-click daily operations vs. the 27 days it takes to make changes to hedge fund allocations

Why Consider a SMA? Taxes, For One.

The problem

Solution

Taxes are stopping you from pursuing your desired investment strategy

The problem

Solution

You're concerned about your core positions, but selling will trigger a huge tax bill.

The problem

Solution

Taxes are stopping you from pursuing your desired investment strategy

The problem

Solution

Your company retirement plan is pre-tax, but they have you in lazy, cookie-cutter, passive portfolios.

The future of active management is here, for you, right now. Deep dive into our Approach

Easy access to:

Thematic investment portfolios

Insightful investment diligence tools

Actionable portfolio construction tools

Swift actions on client decisions

The future of active management is here, for you, right now.

Deep dive into our Approach

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Maintain Control

Maintain direct ownership of your assets and avoid investing in illiquid Fund structures

Motivations to invest in hedge funds, beyond returns.

Liquid alternative investment portfolios

Easily make portfolio changes without large teams

Why Consider a SMA? Taxes, For One.

The problem

Taxes are stopping you from pursuing your desired investment strategy

Unlike a Hedge fund, where you have no control, an SMA investor can easily turn losing periods into valuable tax-loss harvesting opportunities.

The problem

You're concerned about your core positions, but selling will trigger a huge tax bill.

Hedge your risks with short-only portfolios aligned to your core risk drivers.

The problem

Taxes are stopping you from pursuing your desired investment strategy

Unlike mutual funds, where capital gains are passed on to all investors, an SMA investor is only taxed on realized gains in his or her specific portfolio.

The problem

Your company retirement plan is pre-tax, but they have you in lazy, cookie-cutter, passive portfolios.

Transfer your 401K/IRA today and let A.I. help your money work for you.

The future of active management is here, for you, right now. Deep dive into our Approach

Easy access to:

The future of active management is here, for you, right now.

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