Focus more on asset allocation and less on market timing.

We realize that you wear many hats as a Financial Advisor: You focus on asset allocation. You need to perform and your managers need to perform. Moreover, you need to manage expectations, relationships and all within stringent compliance standards. It’s a lot.

We aim to reduce a bit of that burden.

You understand the importance of non-correlation in a portfolio, and the value of liquid alternatives. Our goal is to help make your client portfolio’s more resilient so that your business becomes more stable, self-repeating, and focused on relationship.  

While your portfolios may be more complex than a traditional portfolio (60% equity, 40% bonds), the following illustration shows the obvious benefits of adding a non-correlated solution. We have included our flagship Auspice Diversified Program (ADP) for the example below.

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  • Drawdown improves (drops) by 50%

  • By adding ADP at 25%, The portfolio pulls back 17% versus 34%

  • Annualized Return increases by 20%

  • Volatility drops by 28%

  • Sharpe increases by 67%

  • Correlation is -0.25

 

Your client’s want to know “what if”. What will happen to my portfolio when the market corrects? You have an advantage of showing them a reputable and well accepted solution.

We provide the same service to you and your clients that we do to our globally respected institutional clients and product distributors.  We are a resource to you.

Let’s have a conversation about that.