In addition to our two global macro investing strategies, Global Alpha and Global Alpha Ultra, our team also provides individual, customized portfolio analyses for individual investors and institutional groups.
Individual Portfolio Analysis: We examine an individual’s overall investment portfolio and conduct a Portfolio Optimization Analysis Report. Our Portfolio Optimization Analysis Report assesses the overall portfolio’s risk versus return characteristics. We then make recommendations on how the portfolio’s characteristics can be adjusted depending on the investor’s risk and return preference. The overall result will be either a reduction in overall portfolio risk levels or higher expected returns from your investing portfolio. At times, both results may be achieved. Please click on the following link for our current rate schedule.
Portfolio Optimization Analysis Report
Especially for those nearing or in retirement, our report provides valuable insight into the risk and reward characteristics of an individual's portfolio construction. In today’s macroeconomic environment, it is more important than ever for individuals who are planning for retirement or in retirement to protect their assets accordingly. Our global macro strategies are designed to preserve wealth in declining markets, and build them in rising ones, and are often utilized as a portion of a prospective retiree’s overall wealth management efforts - they are complementary to insurance annuity products, fixed income strategies and more aggressive traditional equity products.
We can deploy our strategies in existing 401(k) plans, trusts, traditional and Roth IRAs, SEPs and other types of accounts with full transparency. Our custodian firms are Charles Schwab & Co., Inc. and Scottrade, Inc.
Institutional Portfolio Analysis: If you are an existing Registered Investment Adviser, Wealth Manager, Estate Planning Firm, CPA firm or other entity, please contact us for our strategies and/or services available to assist your clients.
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