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.
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.